Retirement plan

PSR 401 (K) PLAN

Name: PSR ASSOCIATES INC - PSR 401 (K) PLAN (2022) Form 5500
Creator: PSR ASSOCIATES INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PSR 401 (K) PLAN, PSR ASSOCIATES INC

PSR ASSOCIATES INCEIN 06-1699758Plan #001PY 2022

10308 CARROLL SHORES PLACE - TAMPA, FL 33612813-412-5246

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$342K

-15.2% from 2021

Total participants

No prior year

Average account balance

No prior year

Annual return

-19.87%

-19.84 pp from 2021

Benchmarks

See 6 peers

Peer group

Industryany (size+type match)

Plan typeDB + DC

Cohort6 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$598K

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+8.17%

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 codes1A1F2B2J

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1F
Section 414(k) arrangement
Benefits are based partly on the balance of the separate account of the participant. Must also include appropriate defined contribution pension feature codes.
2B
Target benefit plan
Defined contribution plan whose contribution formula is designed to fund a targeted benefit at retirement.
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.

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

$504,703-100.0%

$518,057-100.0%

Participation rate

0.0%

0.0%0pp

91.7%-91.7pp

Annual return

-19.87%

-11.22%-8.7pp

-16.25%-3.6pp

Employer contribution / active EE

$35,595-100.0%

Participant deferral / active EE

$13,176-100.0%

Admin fee / account holder

$30,010-100.0%

$44,019-100.0%

PSR 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PSR 401 (K) 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