Retirement plan

CUPCAKES AND INK RETIREMENT PLAN

Name: CUPCAKES AND INK, INC. - CUPCAKES AND INK RETIREMENT PLAN (2023) Form 5500
Creator: CUPCAKES AND INK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CUPCAKES AND INK RETIREMENT PLAN, CUPCAKES AND INK, INC.

CUPCAKES AND INK, INC.EIN 84-3763385Plan #001PY 2023

1001 E 3RD ST - KIMBALL, NE 69145308-631-4659

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$278K

0.0% from 2022

Total participants

0.0% from 2022

Average account balance

$277,534

0.0% from 2022

Annual return

0.00%

0.00 pp from 2022

Benchmarks

See 4,366 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,366 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$278K

Not enough data

1 years with asset history on file

Average account balance

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

$278K

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

+0.00%

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 codes2E2G2J

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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$277,534

$95,580+190.4%

$76,872+261.0%

$139,466+99.0%

Participation rate

100.0%

74.0%+26.0pp

69.6%+30.4pp

80.3%+19.7pp

Annual return

0.00%

55.00%-55.0pp

37.90%-37.9pp

373.66%-373.7pp

Employer contribution / active EE

$3,145-100.0%

$2,533-100.0%

$4,754-100.0%

Participant deferral / active EE

$4,623-100.0%

$3,832-100.0%

$6,712-100.0%

Admin fee / account holder

$8,302-100.0%

$5,476-100.0%

$11,409-100.0%

CUPCAKES AND INK RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CUPCAKES AND INK 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