Retirement plan

PHASE V TECHNOLOGIES, INC. 401(K) PLAN

Name: PHASE V TECHNOLOGIES, INC. - PHASE V TECHNOLOGIES, INC. 401(K) PLAN (2018) Form 5500
Creator: PHASE V TECHNOLOGIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHASE V TECHNOLOGIES, INC. 401(K) PLAN, PHASE V TECHNOLOGIES, INC.

PHASE V TECHNOLOGIES, INC.EIN 04-2976455Plan #001PY 2018

20 WALNUT STREET, SUITE 110 - WELLESLEY, MA 024812104781-237-7737phasevtechnologies.comLinkedIn1-10 employeespharmaceuticals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1M

+1.6% from 2017

Total participants

0.0% from 2017

Average account balance

$148,641

+1.6% from 2017

Annual return

-2.75%

-20.00 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

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

$328K

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

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.32%

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 codes2E2J2F3D3H

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).
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$148,641

$138,076+7.7%

$123,553+20.3%

$135,380+9.8%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-2.75%

153.70%-156.5pp

119.21%-122.0pp

519.81%-522.6pp

Employer contribution / active EE

$3,576

$5,152-30.6%

$4,628-22.7%

$4,779-25.2%

Participant deferral / active EE

$5,400

$6,800-20.6%

$6,426-16.0%

$5,609-3.7%

Admin fee / account holder

$10,917-100.0%

$9,284-100.0%

$10,828-100.0%

PHASE V TECHNOLOGIES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PHASE V TECHNOLOGIES, INC. 401(K) 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