Retirement plan

CANYONWOOD RIDGE WEDDINGS & EVENTS LLC 401(K) PLAN

Name: CANYONWOOD RIDGE WEDDING & EVENTS, LLC - CANYONWOOD RIDGE WEDDINGS & EVENTS LLC 401(K) PLAN (2023) Form 5500
Creator: CANYONWOOD RIDGE WEDDING & EVENTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CANYONWOOD RIDGE WEDDINGS & EVENTS LLC 401(K) PLAN, CANYONWOOD RIDGE WEDDING & EVENTS, LLC

CANYONWOOD RIDGE WEDDING & EVENTS, LLCEIN 88-3665802Plan #001PY 2023

250 S. CANYONWOOD DRIVE - DRIPPING SPRINGS, TX 78620512-284-4194

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$252K

No prior year

Total participants

No prior year

Average account balance

$83,861

No prior year

Annual return

24.20%

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

$509K

Not enough data

1 years with asset history on file

Average account balance

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

$170K

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

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+31.43%

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

$83,861

$96,643-13.2%

$86,617-3.2%

$139,456-39.9%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

24.20%

106.57%-82.4pp

591.91%-567.7pp

373.45%-349.3pp

Employer contribution / active EE

$699

$3,264-78.6%

$3,023-76.9%

$4,753-85.3%

Participant deferral / active EE

$11,656

$4,835+141.1%

$4,437+162.7%

$6,711+73.7%

Admin fee / account holder

$6,406-100.0%

$5,613-100.0%

$11,407-100.0%

CANYONWOOD RIDGE WEDDINGS & EVENTS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CANYONWOOD RIDGE WEDDINGS & EVENTS LLC 401(K) 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