Retirement plan

A2Z ACADEMY, INC. RETIREMENT PLAN

Name: A2Z ACADEMY, INC. - A2Z ACADEMY, INC. RETIREMENT PLAN (2023) Form 5500
Creator: A2Z ACADEMY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A2Z ACADEMY, INC. RETIREMENT PLAN, A2Z ACADEMY, INC.

A2Z ACADEMY, INC.EIN 82-3526314Plan #001PY 2023

1059 KENNICOTT AVE. - CARY, NC 27513919-270-7943

Other plans on this EIN

1 filing

#002Retirement-$1.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$455K

+34.4% from 2022

Total participants

0.0% from 2022

Average account balance

$113,637

+34.4% from 2022

Annual return

15.40%

+28.77 pp from 2022

Benchmarks

See 7,486 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,486 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$721K

Not enough data

1 years with asset history on file

Average account balance

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

$180K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$46K

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

+14.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.

Expense breakdown

Schedule H Part II

Admin total

$81

$41 / participant

Other / not subdivided$81100.0%

% of EOY assets

0.018%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$113,637

$69,248+64.1%

$64,101+77.3%

$139,466-18.5%

Participation rate

100.0%

75.6%+24.4pp

72.3%+27.7pp

80.3%+19.7pp

Annual return

15.40%

45.95%-30.6pp

33.72%-18.3pp

373.66%-358.3pp

Employer contribution / active EE

$15,000

$3,185+371.0%

$2,749+445.7%

$4,754+215.5%

Participant deferral / active EE

$17,064

$4,682+264.4%

$3,881+339.7%

$6,712+154.2%

Admin fee / account holder

$20

$4,247-99.5%

$3,070-99.3%

$11,409-99.8%

A2Z ACADEMY, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A2Z ACADEMY, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion