Retirement plan

CHINIGO, LEONE & MARUZO, LLP 401(K) PROFIT SHARING PLAN AND TRUST

Name: CHINIGO, LEONE & MARUZO, LLP - CHINIGO, LEONE & MARUZO, LLP 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: CHINIGO, LEONE & MARUZO, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHINIGO, LEONE & MARUZO, LLP 401(K) PROFIT SHARING PLAN AND TRUST, CHINIGO, LEONE & MARUZO, LLP

CHINIGO, LEONE & MARUZO, LLPEIN 06-1541295Plan #001PY 2016

P.O. BOX 510 - NORWICH, CT 06360860-889-8900chinigoleoneandmaruzollp.comLinkedIn11-50 employeeslaw practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$5.6M

No prior year

Total participants

No prior year

Average account balance

$266,494

No prior year

Annual return

6.86%

No prior year

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.86M

Not enough data

1 years with asset history on file

Average account balance

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

$403K

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.

82.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$253K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7609

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 codes2F2G2J2R3B3D2E

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$6K

$319 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.108%

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

$266,494

$135,956+96.0%

$123,894+115.1%

$273,972-2.7%

Participation rate

94.7%

84.1%+10.7pp

81.4%+13.3pp

83.0%+11.7pp

Annual return

6.86%

56.63%-49.8pp

47.52%-40.7pp

41.46%-34.6pp

Employer contribution / active EE

$5,368

$5,170+3.8%

$4,617+16.3%

$4,869+10.3%

Participant deferral / active EE

$7,210

$6,343+13.7%

$5,984+20.5%

$5,287+36.4%

Admin fee / account holder

$289

$9,817-97.1%

$8,357-96.5%

$10,133-97.1%

CHINIGO, LEONE & MARUZO, LLP 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHINIGO, LEONE & MARUZO, LLP 401(K) PROFIT SHARING 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