Retirement plan

SHOPE RENO WHARTON ASSOC. 401K PLAN

Name: SHOPE RENO WHARTON ASSOCIATES - SHOPE RENO WHARTON ASSOC. 401K PLAN (2023) Form 5500
Creator: SHOPE RENO WHARTON ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHOPE RENO WHARTON ASSOC. 401K PLAN, SHOPE RENO WHARTON ASSOCIATES

SHOPE RENO WHARTON ASSOCIATESEIN 06-1036635Plan #001PY 2023

18 MARSHALL STREET - SO. NORWALK, CT 068542237203-852-7250shoperenowharton.comLinkedIn11-50 employeesarchitecture & planning

Other plans on this EIN

1 filing

#002Retirement-$2.8M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$9.6M

+25.6% from 2022

Total participants

+3.8% from 2022

Average account balance

$357,063

+20.9% from 2022

Annual return

19.76%

+39.42 pp from 2022

Benchmarks

See 139,707 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,707 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.58M

Not enough data

1 years with asset history on file

Average account balance

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

$681K

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.

85.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$496K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+16.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9952

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$357,063

$148,629+140.2%

$135,982+162.6%

$139,487+156.0%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

19.76%

79.33%-59.6pp

68.32%-48.6pp

373.84%-354.1pp

Employer contribution / active EE

$11,671

$5,247+122.4%

$4,859+140.2%

$4,755+145.5%

Participant deferral / active EE

$13,228

$8,102+63.3%

$7,760+70.5%

$6,713+97.1%

Admin fee / account holder

$12,406-100.0%

$10,767-100.0%

$11,407-100.0%

SHOPE RENO WHARTON ASSOC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SHOPE RENO WHARTON ASSOC. 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