Retirement plan

JOHN A CULHANE CPA 401K PLAN AND TRUST

Name: JOHN A CULHANE PTRS ET AL - JOHN A CULHANE CPA 401K PLAN AND TRUST (2017) Form 5500
Creator: JOHN A CULHANE PTRS ET AL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN A CULHANE CPA 401K PLAN AND TRUST, JOHN A CULHANE PTRS ET AL

JOHN A CULHANE PTRS ET ALdba JOHN A CULHANE CPAEIN 06-1060497Plan #001PY 2017

755 MAIN ST STE 1 - MONROE, CT 064682830203-268-4431culhanecpatax.comLinkedIn1-10 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$241K

+36.0% from 2016

Total participants

0.0% from 2016

Average account balance

$60,242

+2.0% from 2016

Annual return

20.58%

+8.07 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$389K

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$800

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

+13.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5719

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$593

$198 / participant

Other / not subdivided$593100.0%

% of EOY assets

0.246%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$60,242

$150,447-60.0%

$136,298-55.8%

$147,586-59.2%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

20.58%

1049.15%-1028.6pp

5156.27%-5135.7pp

578.59%-558.0pp

Employer contribution / active EE

$980

$5,256-81.4%

$4,696-79.1%

$4,876-79.9%

Participant deferral / active EE

$8,107

$6,631+22.3%

$6,247+29.8%

$5,439+49.1%

Admin fee / account holder

$148

$10,906-98.6%

$9,244-98.4%

$10,886-98.6%

JOHN A CULHANE CPA 401K PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN A CULHANE CPA 401K PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion