Retirement plan

ELIZABETH'S PITTSBORO, CORP. 401(K) PLAN

Name: ELIZABETH'S PITTSBORO, CORP. - ELIZABETH'S PITTSBORO, CORP. 401(K) PLAN (2019) Form 5500
Creator: ELIZABETH'S PITTSBORO, CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELIZABETH'S PITTSBORO, CORP. 401(K) PLAN, ELIZABETH'S PITTSBORO, CORP.

ELIZABETH'S PITTSBORO, CORP.EIN 81-0939738Plan #001PY 2019

160 HILLSBORO STREET - PITTSBORO, NC 27312919-545-9292

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$93K

+158.0% from 2018

Total participants

+50.0% from 2018

Average account balance

$15,516

+72.0% from 2018

Annual return

31.25%

+31.25 pp from 2018

Benchmarks

See 7,712 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,712 peers

Snapshot2019

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$498K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$45K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.41%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,516

$108,695-85.7%

$74,722-79.2%

$152,897-89.9%

Participation rate

100.0%

65.4%+34.6pp

54.5%+45.5pp

82.5%+17.5pp

Annual return

31.25%

114.11%-82.9pp

753.11%-721.9pp

345.43%-314.2pp

Employer contribution / active EE

$1,099

$1,504-26.9%

$1,084+1.4%

$4,764-76.9%

Participant deferral / active EE

$6,524

$2,712+140.6%

$1,963+232.3%

$5,851+11.5%

Admin fee / account holder

$4,906-100.0%

$3,335-100.0%

$11,599-100.0%

ELIZABETH'S PITTSBORO, CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ELIZABETH'S PITTSBORO, CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion