Retirement plan

HADAD-MILINAZZO FINANCIAL GROUP, INC 401(K) PROFIT SHARING PLAN

Name: HADAD-MILINAZZO FINANCIAL GROUP, INC. - HADAD-MILINAZZO FINANCIAL GROUP, INC 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: HADAD-MILINAZZO FINANCIAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HADAD-MILINAZZO FINANCIAL GROUP, INC 401(K) PROFIT SHARING PLAN, HADAD-MILINAZZO FINANCIAL GROUP, INC.

HADAD-MILINAZZO FINANCIAL GROUP, INC.EIN 84-1560450Plan #002PY 2022

469 S. CHERRY ST., STE 210 - DENVER, CO 80246720-941-1111hmfginc.comLinkedIn1-10 employeesfinancial services

Other plans on this EIN

1 filing

#001Retirement-$790K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$191K

+43.0% from 2021

Total participants

+33.3% from 2021

Average account balance

$47,817

+7.3% from 2021

Annual return

-20.42%

-55.85 pp from 2021

Benchmarks

See 133,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,909 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$683K

Not enough data

1 years with asset history on file

Average account balance

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

$171K

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

$126K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+15.19%

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$47,817

$138,078-65.4%

$125,363-61.9%

$134,509-64.5%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-20.42%

750.49%-770.9pp

572.15%-592.6pp

418.13%-438.6pp

Employer contribution / active EE

$3,916

$5,245-25.3%

$4,815-18.7%

$4,741-17.4%

Participant deferral / active EE

$17,300

$7,800+121.8%

$7,447+132.3%

$6,400+170.3%

Admin fee / account holder

$11,566-100.0%

$10,005-100.0%

$11,427-100.0%

HADAD-MILINAZZO FINANCIAL GROUP, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HADAD-MILINAZZO FINANCIAL GROUP, INC 401(K) PROFIT SHARING 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