Retirement plan

MONUMENT HOSPITALITY, INC. 401(K) PROFIT SHARING PLAN

Name: MONUMENT HOSPITALITY, INC. - MONUMENT HOSPITALITY, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: MONUMENT HOSPITALITY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MONUMENT HOSPITALITY, INC. 401(K) PROFIT SHARING PLAN, MONUMENT HOSPITALITY, INC.

MONUMENT HOSPITALITY, INC.dba MONUMENT HOSPITALITY, INC.EIN 86-1009523Plan #001PY 2018

6677 W THUNDERBIRD RD STE J176 - GLENDALE, AZ 853063730623-412-0297monumenthospitality.comLinkedIn1-10 employeeshospitality

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.4M

-7.3% from 2017

Total participants

0.0% from 2017

Average account balance

$289,316

-7.3% from 2017

Annual return

-8.91%

-21.94 pp from 2017

Benchmarks

See 7,242 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,242 peers

Snapshot2018

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

-1.94%

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

1 tripped

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

$289,316

$104,106+177.9%

$71,086+307.0%

$135,379+113.7%

Participation rate

100.0%

65.7%+34.3pp

54.7%+45.3pp

82.6%+17.4pp

Annual return

-8.91%

1256.30%-1265.2pp

650.59%-659.5pp

519.79%-528.7pp

Employer contribution / active EE

$5,000

$1,485+236.7%

$1,088+359.7%

$4,779+4.6%

Participant deferral / active EE

$2,527-100.0%

$1,874-100.0%

$5,609-100.0%

Admin fee / account holder

$4,142-100.0%

$3,082-100.0%

$10,828-100.0%

MONUMENT HOSPITALITY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MONUMENT HOSPITALITY, 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