Retirement plan

WENDY'S OF THE PACIFIC, INC. PROFIT SHARING 401K PLAN

Name: WENDY'S OF THE PACIFIC, INC. - WENDY'S OF THE PACIFIC, INC. PROFIT SHARING 401K PLAN (2024) Form 5500
Creator: WENDY'S OF THE PACIFIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WENDY'S OF THE PACIFIC, INC. PROFIT SHARING 401K PLAN, WENDY'S OF THE PACIFIC, INC.

WENDY'S OF THE PACIFIC, INC.EIN 95-3112139Plan #001PY 2024

1308 KANSAS AVE., #6 - MODESTO, CA 95351209-577-6690LinkedIn11-50 employeesrestaurants

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13K

+12.0% from 2023

Total participants

0.0% from 2023

Average account balance

$2,140

+12.0% from 2023

Annual return

11.96%

+44.31 pp from 2023

Benchmarks

See 14,079 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort14,079 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

$13K

Not enough data

1 years with asset history on file

Average account balance

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

$2K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.96%

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

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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 codes2E2F2G2J3D

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.
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

$2,140

$76,785-97.2%

$56,441-96.2%

$145,959-98.5%

Participation rate

83.3%

63.2%+20.1pp

52.5%+30.8pp

80.3%+3.0pp

Annual return

11.96%

3000.51%-2988.5pp

1704.21%-1692.3pp

561.95%-550.0pp

Employer contribution / active EE

$1,381-100.0%

$1,039-100.0%

$4,661-100.0%

Participant deferral / active EE

$2,624-100.0%

$1,953-100.0%

$6,689-100.0%

Admin fee / account holder

$3,334-100.0%

$2,829-100.0%

$13,398-100.0%

WENDY'S OF THE PACIFIC, INC. PROFIT SHARING 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WENDY'S OF THE PACIFIC, INC. PROFIT SHARING 401K 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