Retirement plan

MANGEN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Name: MANGEN ENTERPRISES, INC. - MANGEN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: MANGEN ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANGEN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN, MANGEN ENTERPRISES, INC.

MANGEN ENTERPRISES, INC.EIN 95-4080836Plan #002PY 2017

6099 SEA BLUFF DRIVE - PLAYA VISTA, CA 90094310-417-8225LinkedIn1-10 employeesrestaurants

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+47.8% from 2016

Total participants

0.0% from 2016

Average account balance

$642,225

+47.8% from 2016

Annual return

34.67%

+27.93 pp from 2016

Benchmarks

See 6,681 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,681 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.68M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

108.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+12.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$937

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$642,225

$107,030+500.0%

$73,550+773.2%

$147,586+335.2%

Participation rate

100.0%

66.4%+33.6pp

54.9%+45.1pp

82.8%+17.2pp

Annual return

34.67%

38.25%-3.6pp

-15.16%+49.8pp

578.59%-543.9pp

Employer contribution / active EE

$36,000

$1,760+1945.0%

$1,219+2852.9%

$4,876+638.3%

Participant deferral / active EE

$21,000

$2,458+754.3%

$1,804+1064.0%

$5,439+286.1%

Admin fee / account holder

$3,055-100.0%

$2,320-100.0%

$10,886-100.0%

MANGEN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MANGEN ENTERPRISES, INC. 401(K) PROFIT SHARING 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