Retirement plan

CATALINA SNACKS 401(K) PLAN

Name: CATALINA SNACKS, INC. - CATALINA SNACKS 401(K) PLAN (2022) Form 5500
Creator: CATALINA SNACKS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATALINA SNACKS 401(K) PLAN, CATALINA SNACKS, INC.

CATALINA SNACKS, INC.EIN 82-3996915Plan #001PY 2022

6101 NORTH KEYSTONE AVENUE, SUITE 100, #1104 - INDIANAPOLIS, IN 46220646-554-7738

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$135K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 2,539 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,539 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.60M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

43.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$932K

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

+39.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4437

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 codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$54,239-100.0%

$70,098-100.0%

$68,495-100.0%

Participation rate

0.0%

64.5%-64.5pp

70.5%-70.5pp

67.9%-67.9pp

Annual return

0.00%

-13.87%+13.9pp

190.76%-190.8pp

-7.84%+7.8pp

Employer contribution / active EE

$458

$2,019-77.3%

$2,560-82.1%

$2,596-82.4%

Participant deferral / active EE

$1,298

$2,957-56.1%

$3,849-66.3%

$4,028-67.8%

Admin fee / account holder

$4,691-100.0%

$6,266-100.0%

$5,403-100.0%

CATALINA SNACKS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CATALINA SNACKS 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