Retirement plan

PO'S KITCHEN 401K RETIREMENT PLAN

Name: PO'S KITCHEN - PO'S KITCHEN 401K RETIREMENT PLAN (2018) Form 5500
Creator: PO'S KITCHEN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PO'S KITCHEN 401K RETIREMENT PLAN, PO'S KITCHEN

PO'S KITCHENEIN 99-0305653Plan #003PY 2018

4100 RICE STREET, STE. E - LIHUE, HI 967661447808-246-8617

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$693K

+9.5% from 2017

Total participants

+40.0% from 2017

Average account balance

$99,059

-21.8% from 2017

Annual return

-0.34%

-3.58 pp from 2017

Benchmarks

See 7,241 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,241 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.21M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 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

+5.41%

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 codes2E2F2H2J3B3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$99,059

$104,116-4.9%

$71,089+39.3%

$135,380-26.8%

Participation rate

100.0%

65.7%+34.3pp

54.6%+45.4pp

82.6%+17.4pp

Annual return

-0.34%

1256.51%-1256.9pp

650.65%-651.0pp

519.81%-520.1pp

Employer contribution / active EE

$18,969

$1,485+1177.4%

$1,088+1644.0%

$4,779+296.9%

Participant deferral / active EE

$12,250

$2,524+385.4%

$1,873+554.2%

$5,609+118.4%

Admin fee / account holder

$4,142-100.0%

$3,082-100.0%

$10,828-100.0%

PO'S KITCHEN 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PO'S KITCHEN 401K 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