Retirement plan

WEBARCIT LLC-SEP IRA FOR THE BENEFIT OF ALLAN P SHENOY

Name: ALLAN P SHENOY TRUSTEE FIDELITY MANAGEMENT TRUST CO-TRUSTEE - WEBARCIT LLC-SEP IRA FOR THE BENEFIT OF ALLAN P SHENOY (2023) Form 5500
Creator: ALLAN P SHENOY TRUSTEE FIDELITY MANAGEMENT TRUST CO-TRUSTEE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEBARCIT LLC-SEP IRA FOR THE BENEFIT OF ALLAN P SHENOY, ALLAN P SHENOY TRUSTEE FIDELITY MANAGEMENT TRUST CO-TRUSTEE

ALLAN P SHENOY TRUSTEE FIDELITY MANAGEMENT TRUST CO-TRUSTEEEIN 06-1587683Plan #001PY 2023

12 LEES LANE - WESTPORT, CT 068802018203-387-0852

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.1M

+22.9% from 2022

Total participants

0.0% from 2022

Average account balance

$3,081,181

+22.9% from 2022

Annual return

20.93%

+38.48 pp from 2022

Benchmarks

See 18,494 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort18,494 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.32M

Not enough data

1 years with asset history on file

Average account balance

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

$3.3M

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

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$66K

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

+5.51%

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 codes2C2E2G2J3B

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$3,081,181

$96,361+3097.5%

$80,607+3722.5%

$139,456+2109.4%

Participation rate

100.0%

73.6%+26.4pp

67.0%+33.0pp

80.3%+19.7pp

Annual return

20.93%

1350.95%-1330.0pp

936.11%-915.2pp

373.45%-352.5pp

Employer contribution / active EE

$49,056

$3,262+1403.7%

$2,724+1700.7%

$4,753+932.2%

Participant deferral / active EE

$5,232-100.0%

$4,448-100.0%

$6,711-100.0%

Admin fee / account holder

$6,601-100.0%

$5,379-100.0%

$11,407-100.0%

WEBARCIT LLC-SEP IRA FOR THE BENEFIT OF ALLAN P SHENOY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WEBARCIT LLC-SEP IRA FOR THE BENEFIT OF ALLAN P SHENOY

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