Retirement plan

CRAIG P. CURCIO, ESQ. EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST

Name: CRAIG P. CURCIO, ESQ. - CRAIG P. CURCIO, ESQ. EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: CRAIG P. CURCIO, ESQ.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRAIG P. CURCIO, ESQ. EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST, CRAIG P. CURCIO, ESQ.

CRAIG P. CURCIO, ESQ.EIN 06-1545992Plan #002PY 2020

384 CRYSTAL RUN RD, SUITE 202 - MIDDLETOWN, NY 10941845-692-7000LinkedIn1-10 employeeslegal services

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

No prior year

Total participants

No prior year

Average account balance

$144,066

No prior year

Annual return

2727.45%

No prior year

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.43M

Not enough data

1 years with asset history on file

Average account balance

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

$187K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$143K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17992

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 codes2E2J2F3B3D

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.
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

$144,066

$165,399-12.9%

$149,745-3.8%

$158,982-9.4%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

2727.45%

348.34%+2379.1pp

276.72%+2450.7pp

302.99%+2424.5pp

Employer contribution / active EE

$5,672

$5,105+11.1%

$4,646+22.1%

$4,763+19.1%

Participant deferral / active EE

$4,588

$7,183-36.1%

$6,843-33.0%

$5,983-23.3%

Admin fee / account holder

$10,811-100.0%

$9,312-100.0%

$11,252-100.0%

CRAIG P. CURCIO, ESQ. EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CRAIG P. CURCIO, ESQ. EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST

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