Retirement plan

SUPER TAQUERIA RESTAURANT, INC. PROFIT SHARING PLAN

Name: SUPER TAQUERIA RESTAURANT, INC. - SUPER TAQUERIA RESTAURANT, INC. PROFIT SHARING PLAN (2022) Form 5500
Creator: SUPER TAQUERIA RESTAURANT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUPER TAQUERIA RESTAURANT, INC. PROFIT SHARING PLAN, SUPER TAQUERIA RESTAURANT, INC.

SUPER TAQUERIA RESTAURANT, INC.EIN 94-2783127Plan #002PY 2022

911 MCLAUGHLIN AVE - SAN JOSE, CA 95122408-288-9194LinkedIn51-200 employeesrestaurants

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.9M

-10.6% from 2021

Total participants

253

-9.0% from 2021

Average account balance

$12,354

-6.5% from 2021

Annual return

-14.34%

-21.60 pp from 2021

Benchmarks

See 1,006 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants100-249

Cohort1,006 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.88M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

145

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.

97.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$400K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.85%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$371

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.7+ years Service code 13 · EIN 27-2037969 135 S LASALLE ST · CHICAGO, IL 60603	Contract Administrator	$17,245
HANSON BRIDGETT LLP7+ years Filed as: HANSON MCCLAIN Service code 26 8775 FOLSOM BLVD · SACRAMENTO, CA 95826	Advisory (Participants)	$15,031

Plan features & details

Pension benefit codes2A2E3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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.

Expense breakdown

Schedule H Part II

Admin total

$34K

$236 / participant

Investment mgmt$15K44.5%
Contract admin$17K51.0%
Other / not subdivided$2K4.5%

% of EOY assets

1.154%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BUCKLEY PATCHEN
Auditor EIN: 942302150
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,354

$26,549-53.5%

$61,452-79.9%

$66,938-81.5%

Participation rate

88.8%

38.1%+50.7pp

52.6%+36.2pp

69.8%+19.0pp

Annual return

-14.34%

-16.21%+1.9pp

338.96%-353.3pp

1.58%-15.9pp

Employer contribution / active EE

$1,399

$651+114.7%

$1,160+20.6%

$2,545-45.0%

Participant deferral / active EE

$1,338-100.0%

$2,125-100.0%

$4,238-100.0%

Admin fee / account holder

$143

$409-65.1%

$2,131-93.3%

$594-76.0%

Provider

Service type

Compensation

NEWPORT GROUP, INC.7+ years

Service code 13 · EIN 27-2037969

135 S LASALLE ST · CHICAGO, IL 60603

Contract Administrator

$17,245

HANSON BRIDGETT LLP7+ years

Filed as: HANSON MCCLAIN

Service code 26

8775 FOLSOM BLVD · SACRAMENTO, CA 95826

Advisory (Participants)

$15,031

SUPER TAQUERIA RESTAURANT, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUPER TAQUERIA RESTAURANT, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion