Retirement plan

COWAN, LIEBOWITZ AND LATMAN, P.C. EMPLOYEES' PROFIT SHARING PLAN

Name: COWAN, LIEBOWITZ AND LATMAN, P.C. - COWAN, LIEBOWITZ AND LATMAN, P.C. EMPLOYEES' PROFIT SHARING PLAN (2016) Form 5500
Creator: COWAN, LIEBOWITZ AND LATMAN, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COWAN, LIEBOWITZ AND LATMAN, P.C. EMPLOYEES' PROFIT SHARING PLAN, COWAN, LIEBOWITZ AND LATMAN, P.C.

COWAN, LIEBOWITZ AND LATMAN, P.C.EIN 13-2741990Plan #001PY 2016

114 WEST 47TH STREET - NEW YORK, NY 10036212-790-9200

Other plans on this EIN

1 filing

#002Retirement-$19.0M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$23.7M

+2.8% from 2015

Total participants

-3.5% from 2015

Average account balance

-100.0% from 2015

Annual return

5.97%

+4.27 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$78.34M

Not enough data

1 years with asset history on file

Average account balance

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

$861K

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.

115.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.93M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+12.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29491

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 codes2E2F2G2J

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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1.5M

$23443 / participant

Other / not subdivided$2M100.0%

% of EOY assets

6.330%

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

$76,551-100.0%

$123,894-100.0%

$62,881-100.0%

Participation rate

0.0%

73.0%-73.0pp

81.4%-81.4pp

69.3%-69.3pp

Annual return

5.97%

18.68%-12.7pp

47.52%-41.5pp

20.14%-14.2pp

Employer contribution / active EE

$2,882-100.0%

$4,617-100.0%

$2,281-100.0%

Participant deferral / active EE

$11,989

$4,840+147.7%

$5,984+100.3%

$3,203+274.3%

Admin fee / account holder

$4,826-100.0%

$8,357-100.0%

$4,296-100.0%

COWAN, LIEBOWITZ AND LATMAN, P.C. EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COWAN, LIEBOWITZ AND LATMAN, P.C. EMPLOYEES' PROFIT SHARING PLAN

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