Retirement plan

BREWSTER FINANCIAL PLANNING LL 401 K PROFIT SHARING PLAN TRUST

Name: BREWSTER FINANCIAL PLANNING LL - BREWSTER FINANCIAL PLANNING LL 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: BREWSTER FINANCIAL PLANNING LL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BREWSTER FINANCIAL PLANNING LL 401 K PROFIT SHARING PLAN TRUST, BREWSTER FINANCIAL PLANNING LL

BREWSTER FINANCIAL PLANNING LLEIN 06-1804109Plan #001PY 2016

618 CARROLL ST. APT.3 - BROOKLYN, NY 11215646-249-9880brewsterfp.comLinkedIn11-50 employeesfinancial services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$140K

No prior year

Total participants

No prior year

Average account balance

$46,593

No prior year

Annual return

8.27%

No prior year

Benchmarks

See 113,091 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,091 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$1.25M

Not enough data

1 years with asset history on file

Average account balance

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

$313K

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

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+16.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,593

$135,952-65.7%

$123,892-62.4%

$273,961-83.0%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

8.27%

56.63%-48.4pp

47.52%-39.2pp

41.45%-33.2pp

Employer contribution / active EE

$2,842

$5,170-45.0%

$4,617-38.4%

$4,869-41.6%

Participant deferral / active EE

$16,250

$6,343+156.2%

$5,984+171.6%

$5,287+207.4%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,132-100.0%

BREWSTER FINANCIAL PLANNING LL 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BREWSTER FINANCIAL PLANNING LL 401 K 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