Retirement plan

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

Name: ELIZABETH'S PITTSBORO, CORP. - ELIZABETH'S PITTSBORO, CORP. 401(K) PLAN (2023) 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 2023

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$360K

+41.6% from 2022

Total participants

0.0% from 2022

Average account balance

$44,973

+41.6% from 2022

Annual return

17.76%

+43.76 pp from 2022

Benchmarks

See 12,893 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort12,893 peers

Snapshot2023

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

$44,973

$81,749-45.0%

$58,544-23.2%

$139,456-67.8%

Participation rate

100.0%

61.3%+38.7pp

50.9%+49.1pp

80.3%+19.7pp

Annual return

17.76%

7425.45%-7407.7pp

4249.56%-4231.8pp

373.45%-355.7pp

Employer contribution / active EE

$1,172

$1,398-16.2%

$1,053+11.3%

$4,753-75.3%

Participant deferral / active EE

$10,943

$2,555+328.3%

$1,923+469.1%

$6,711+63.1%

Admin fee / account holder

$3,272-100.0%

$2,520-100.0%

$11,407-100.0%

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