Retirement plan

THE BLUE SKY TAVERN RETIREMENT PLAN

Name: THE BLUE SKY TAVERN COMPANY - THE BLUE SKY TAVERN RETIREMENT PLAN (2022) Form 5500
Creator: THE BLUE SKY TAVERN COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BLUE SKY TAVERN RETIREMENT PLAN, THE BLUE SKY TAVERN COMPANY

THE BLUE SKY TAVERN COMPANYEIN 85-2083652Plan #001PY 2022

119 BRIDGE ST, 2ND FL - NEW CUMBERLAND, PA 17070717-798-2031theblueskytavern.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$421K

+9.0% from 2021

Total participants

+400.0% from 2021

Average account balance

$84,112

-78.2% from 2021

Annual return

8.50%

-172.29 pp from 2021

Benchmarks

See 11,552 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort11,552 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$407K

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+7.01%

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

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

$84,112

$84,551-0.5%

$61,452+36.9%

$134,532-37.5%

Participation rate

100.0%

62.2%+37.8pp

52.6%+47.4pp

81.2%+18.8pp

Annual return

8.50%

585.39%-576.9pp

338.96%-330.5pp

418.27%-409.8pp

Employer contribution / active EE

$126

$1,545-91.8%

$1,160-89.1%

$4,741-97.3%

Participant deferral / active EE

$230

$2,818-91.9%

$2,125-89.2%

$6,401-96.4%

Admin fee / account holder

$2,587-100.0%

$2,131-100.0%

$11,429-100.0%

THE BLUE SKY TAVERN RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE BLUE SKY TAVERN 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