Retirement plan

KHAOSAN THAI RETIREMENT PLAN

Name: KHAOSAN THAI - KHAOSAN THAI RETIREMENT PLAN (2024) Form 5500
Creator: KHAOSAN THAI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KHAOSAN THAI RETIREMENT PLAN, KHAOSAN THAI

KHAOSAN THAIEIN 82-4823617Plan #001PY 2024

2062 CURTNER AVE. - SAN JOSE, CA 95124408-677-8061

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$459K

+31.0% from 2023

Total participants

+100.0% from 2023

Average account balance

$229,610

+31.0% from 2023

Annual return

10.83%

-4.83 pp from 2023

Benchmarks

See 14,005 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort14,005 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$459K

Not enough data

1 years with asset history on file

Average account balance

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

$230K

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.

25.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.83%

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 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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$40

$5 / participant

Other / not subdivided$40100.0%

% of EOY assets

0.009%

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

$229,610

$76,519+200.1%

$56,025+309.8%

$145,897+57.4%

Participation rate

25.0%

63.2%-38.2pp

52.5%-27.5pp

80.3%-55.3pp

Annual return

10.83%

3017.03%-3006.2pp

1712.69%-1701.9pp

552.29%-541.5pp

Employer contribution / active EE

$1,196

$1,383-13.5%

$1,042+14.8%

$4,663-74.3%

Participant deferral / active EE

$7,625

$2,624+190.5%

$1,955+290.1%

$6,689+14.0%

Admin fee / account holder

$20

$3,331-99.4%

$2,828-99.3%

$13,390-99.9%

KHAOSAN THAI RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KHAOSAN THAI 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