Retirement plan

ANILIX, INC. 401(K) RETIREMENT PLAN

Name: ANILIX, INC. - ANILIX, INC. 401(K) RETIREMENT PLAN (2023) Form 5500
Creator: ANILIX, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANILIX, INC. 401(K) RETIREMENT PLAN, ANILIX, INC.

ANILIX, INC.EIN 94-3390884Plan #001PY 2023

3058 RIDGE LANE - WEST LINN, OR 97068415-810-4273

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$235K

+30.0% from 2022

Total participants

-33.3% from 2022

Average account balance

$117,253

+30.0% from 2022

Annual return

9.99%

-96.26 pp from 2022

Benchmarks

See 11,277 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort11,277 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$330K

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+11.43%

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 codes2E2F2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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

1 tripped

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

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

$117,253

$105,145+11.5%

$94,664+23.9%

$139,466-15.9%

Participation rate

100.0%

82.4%+17.6pp

80.8%+19.2pp

80.3%+19.7pp

Annual return

9.99%

38.09%-28.1pp

156.84%-146.9pp

373.66%-363.7pp

Employer contribution / active EE

$2,083

$4,107-49.3%

$3,673-43.3%

$4,754-56.2%

Participant deferral / active EE

$16,000

$7,599+110.6%

$7,417+115.7%

$6,712+138.4%

Admin fee / account holder

$8,972-100.0%

$7,222-100.0%

$11,409-100.0%

ANILIX, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANILIX, INC. 401(K) 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