Retirement plan

2 MAIN STREET MILLERTON MANAGEMENT CORP. RETIREMENT PLAN

Name: 2 MAIN STREET MILLERTON MANAGEMENT CORP. - 2 MAIN STREET MILLERTON MANAGEMENT CORP. RETIREMENT PLAN (2021) Form 5500
Creator: 2 MAIN STREET MILLERTON MANAGEMENT CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 2 MAIN STREET MILLERTON MANAGEMENT CORP. RETIREMENT PLAN, 2 MAIN STREET MILLERTON MANAGEMENT CORP.

2 MAIN STREET MILLERTON MANAGEMENT CORP.EIN 83-2431329Plan #001PY 2021

2 MAIN STREET - MILLERTON, NY 12546917-703-9873

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$575K

+9.5% from 2020

Total participants

0.0% from 2020

Average account balance

$575,000

+9.5% from 2020

Annual return

9.52%

+19.78 pp from 2020

Benchmarks

See 22,588 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,588 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$600K

Not enough data

1 years with asset history on file

Average account balance

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

$600K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.09%

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 codes2E2H2R3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$575,000

$176,786+225.3%

$146,643+292.1%

$167,536+243.2%

Participation rate

100.0%

83.6%+16.4pp

80.1%+19.9pp

82.1%+17.9pp

Annual return

9.52%

24.04%-14.5pp

22.75%-13.2pp

478.82%-469.3pp

Employer contribution / active EE

$5,161-100.0%

$4,137-100.0%

$4,839-100.0%

Participant deferral / active EE

$6,440-100.0%

$5,506-100.0%

$6,342-100.0%

Admin fee / account holder

$13,262-100.0%

$10,280-100.0%

$12,315-100.0%

2 MAIN STREET MILLERTON MANAGEMENT CORP. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

2 MAIN STREET MILLERTON MANAGEMENT CORP. 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