Retirement plan

SWEETS AND SUBS, INC. RETIREMENT PLAN

Name: SWEETS AND SUBS, INC. - SWEETS AND SUBS, INC. RETIREMENT PLAN (2020) Form 5500
Creator: SWEETS AND SUBS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWEETS AND SUBS, INC. RETIREMENT PLAN, SWEETS AND SUBS, INC.

SWEETS AND SUBS, INC.EIN 81-2265874Plan #001PY 2020

101 SOUTH ORANGE STREET - BUTLER, MO 64730660-679-6221

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$597K

+25.7% from 2019

Total participants

-7.7% from 2019

Average account balance

$54,316

-77.1% from 2019

Annual return

22.08%

+4.73 pp from 2019

Benchmarks

See 8,281 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort8,281 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$934K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

-9.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$68

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 codes2E2G2R3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$54,316

$108,226-49.8%

$77,513-29.9%

$158,950-65.8%

Participation rate

91.7%

64.4%+27.2pp

54.2%+37.5pp

82.0%+9.7pp

Annual return

22.08%

31.67%-9.6pp

54.81%-32.7pp

302.91%-280.8pp

Employer contribution / active EE

$1,431

$1,325+8.0%

$987+45.1%

$4,762-69.9%

Participant deferral / active EE

$2,456-100.0%

$1,861-100.0%

$5,983-100.0%

Admin fee / account holder

$3,710-100.0%

$2,859-100.0%

$11,248-100.0%

SWEETS AND SUBS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SWEETS AND SUBS, INC. RETIREMENT 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