Retirement plan

LANES MAPLE SHOPPE, A CORPORATION 401(K) PROFIT SHARING PLAN

Name: LANES MAPLE SHOPPE, A CORPORATION - LANES MAPLE SHOPPE, A CORPORATION 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: LANES MAPLE SHOPPE, A CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LANES MAPLE SHOPPE, A CORPORATION 401(K) PROFIT SHARING PLAN, LANES MAPLE SHOPPE, A CORPORATION

LANES MAPLE SHOPPE, A CORPORATIONEIN 95-1811719Plan #001PY 2018

2075 WESTMINSTER MALL - WESTMINSTER, CA 926834948714-379-9505

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$269K

+2.0% from 2017

Total participants

0.0% from 2017

Average account balance

$67,372

+2.0% from 2017

Annual return

-5.92%

-21.27 pp from 2017

Benchmarks

See 7,521 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,521 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$620K

Not enough data

1 years with asset history on file

Average account balance

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

$207K

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

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+4.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3960

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$260

$65 / participant

Other / not subdivided$260100.0%

% of EOY assets

0.096%

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

$67,372

$107,806-37.5%

$90,655-25.7%

$135,382-50.2%

Participation rate

100.0%

78.0%+22.0pp

74.0%+26.0pp

82.6%+17.4pp

Annual return

-5.92%

-0.90%-5.0pp

1.89%-7.8pp

519.77%-525.7pp

Employer contribution / active EE

$1,085

$3,018-64.0%

$2,532-57.1%

$4,779-77.3%

Participant deferral / active EE

$4,122

$3,872+6.5%

$3,425+20.4%

$5,609-26.5%

Admin fee / account holder

$65

$5,931-98.9%

$4,994-98.7%

$10,829-99.4%

LANES MAPLE SHOPPE, A CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LANES MAPLE SHOPPE, A CORPORATION 401(K) 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