Retirement plan

WILLIAM T MCCALLUM CPA PC SAVINGS INCENTIVE PLAN

Name: WILLIAM T MCCALLUM CPA - WILLIAM T MCCALLUM CPA PC SAVINGS INCENTIVE PLAN (2020) Form 5500
Creator: WILLIAM T MCCALLUM CPA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAM T MCCALLUM CPA PC SAVINGS INCENTIVE PLAN, WILLIAM T MCCALLUM CPA

WILLIAM T MCCALLUM CPAEIN 13-3103658Plan #001PY 2020

14 YANKEE HILL RD - WESTPORT, CT 068806529212-644-6464

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.1M

+28.7% from 2019

Total participants

0.0% from 2019

Average account balance

$521,582

+28.7% from 2019

Annual return

22.46%

-29.55 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.55M

Not enough data

1 years with asset history on file

Average account balance

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

$924K

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

$156K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+31.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6560

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 codes2J

Plan features

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

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

$521,582

$165,361+215.4%

$149,715+248.4%

$158,950+228.1%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

22.46%

348.24%-325.8pp

276.66%-254.2pp

302.91%-280.4pp

Employer contribution / active EE

$5,489

$5,103+7.6%

$4,645+18.2%

$4,762+15.3%

Participant deferral / active EE

$19,717

$7,182+174.5%

$6,842+188.2%

$5,983+229.6%

Admin fee / account holder

$10,808-100.0%

$9,310-100.0%

$11,248-100.0%

WILLIAM T MCCALLUM CPA PC SAVINGS INCENTIVE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WILLIAM T MCCALLUM CPA PC SAVINGS INCENTIVE 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