Retirement plan

CBA MIDWAY 401(K) PLAN

Name: CBA MIDWAY TINKER HOLDINGS LLC DBA CBA MIDWAY - CBA MIDWAY 401(K) PLAN (2023) Form 5500
Creator: CBA MIDWAY TINKER HOLDINGS LLC DBA CBA MIDWAY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CBA MIDWAY 401(K) PLAN, CBA MIDWAY TINKER HOLDINGS LLC DBA CBA MIDWAY

CBA MIDWAY TINKER HOLDINGS LLC DBA CBA MIDWAYEIN 83-4633159Plan #001PY 2023

19020 MIDWAY ROAD - DALLAS, TX 75287972-380-2886

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$166K

No prior year

Total participants

No prior year

Average account balance

$13,829

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 41,854 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,854 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$249K

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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

$75K

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

+14.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16809

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$132 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.952%

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

$13,829

$96,643-85.7%

$86,617-84.0%

$139,456-90.1%

Participation rate

91.7%

74.4%+17.3pp

71.7%+20.0pp

80.3%+11.3pp

Annual return

0.00%

106.57%-106.6pp

591.91%-591.9pp

373.45%-373.4pp

Employer contribution / active EE

$2,954

$3,264-9.5%

$3,023-2.3%

$4,753-37.8%

Participant deferral / active EE

$6,173

$4,835+27.7%

$4,437+39.1%

$6,711-8.0%

Admin fee / account holder

$132

$6,406-97.9%

$5,613-97.7%

$11,407-98.8%

CBA MIDWAY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CBA MIDWAY 401(K) 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