Retirement plan

UNCLE CARLOS GELATO & PATISSER 401(K) PROFIT SHARING PLAN & TRUST

Name: UNCLE CARLOS GELATO & PATISSER - UNCLE CARLOS GELATO & PATISSER 401(K) PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: UNCLE CARLOS GELATO & PATISSER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNCLE CARLOS GELATO & PATISSER 401(K) PROFIT SHARING PLAN & TRUST, UNCLE CARLOS GELATO & PATISSER

UNCLE CARLOS GELATO & PATISSEREIN 83-4063498Plan #001PY 2020

141 MELODY LN - FORT PIERCE, FL 349504402650-660-9542unclecarlosgelato.comLinkedIn11-50 employeesrestaurants

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$520

+11.6% from 2019

Total participants

-75.0% from 2019

Average account balance

$520

+11.6% from 2019

Annual return

-1.29%

-1.29 pp from 2019

Benchmarks

See 18,871 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,871 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

-16.48%

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

Other / not subdivided$8100.0%

% of EOY assets

1.538%

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

$520

$112,935-99.5%

$90,970-99.4%

$158,966-99.7%

Participation rate

0.0%

74.7%-74.7pp

69.0%-69.0pp

82.0%-82.0pp

Annual return

-1.29%

215.79%-217.1pp

134.58%-135.9pp

302.95%-304.2pp

Employer contribution / active EE

$2,895-100.0%

$2,122-100.0%

$4,762-100.0%

Participant deferral / active EE

$4,129-100.0%

$3,373-100.0%

$5,983-100.0%

Admin fee / account holder

$8,045-99.9%

$5,960-99.9%

$11,250-99.9%

UNCLE CARLOS GELATO & PATISSER 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNCLE CARLOS GELATO & PATISSER 401(K) PROFIT SHARING PLAN & TRUST

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