Retirement plan

HLC PROPERTIES 401(K) PLAN & TRUST

Name: HLC PROPERTIES LIMITED - HLC PROPERTIES 401(K) PLAN & TRUST (2015) Form 5500
Creator: HLC PROPERTIES LIMITED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HLC PROPERTIES 401(K) PLAN & TRUST, HLC PROPERTIES LIMITED

HLC PROPERTIES LIMITEDEIN 94-6497770Plan #001PY 2015

508 WEST THIRD STREET - CARSON CITY, NV 89703775-883-0433

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$47K

No prior year

Total participants

No prior year

Average account balance

$46,864

No prior year

Annual return

-1.39%

No prior year

Benchmarks

See 5,117 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort5,117 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$478K

Not enough data

1 years with asset history on file

Average account balance

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

$478K

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

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+13.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3199

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$150

$150 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.320%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$46,864

$140,578-66.7%

$100,671-53.4%

$125,389-62.6%

Participation rate

100.0%

80.4%+19.6pp

70.7%+29.3pp

83.2%+16.8pp

Annual return

-1.39%

24.67%-26.1pp

20.43%-21.8pp

282.24%-283.6pp

Employer contribution / active EE

$3,200

$5,965-46.4%

$4,012-20.2%

$4,866-34.2%

Participant deferral / active EE

$24,000

$3,981+502.8%

$3,144+663.5%

$5,352+348.5%

Admin fee / account holder

$150

$6,716-97.8%

$4,850-96.9%

$9,541-98.4%

HLC PROPERTIES 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HLC PROPERTIES 401(K) PLAN & TRUST

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