Retirement plan

JOEL J. KASSIMIR 401(K) PLAN

Name: JOEL J. KASSIMIR - JOEL J. KASSIMIR 401(K) PLAN (2016) Form 5500
Creator: JOEL J. KASSIMIR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOEL J. KASSIMIR 401(K) PLAN, JOEL J. KASSIMIR

JOEL J. KASSIMIREIN 13-3175043Plan #003PY 2016

105 EAST 90TH STREET - NEW YORK, NY 10128212-876-3319LinkedIn11-50 employeesmedical practice

Other plans on this EIN

2 filings

#002Retirement-$5.4M assets #001Retirement-$364K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.3M

+12.0% from 2015

Total participants

0.0% from 2015

Average account balance

$64,212

+12.0% from 2015

Annual return

-0.00%

-0.00 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.77M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

105.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$244K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+9.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52044

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 codes2E2G2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$43

$3 / participant

Other / not subdivided$43100.0%

% of EOY assets

0.003%

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

$64,212

$181,896-64.7%

$156,551-59.0%

$273,972-76.6%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

-0.00%

30.74%-30.7pp

32.23%-32.2pp

41.46%-41.5pp

Employer contribution / active EE

$2,540

$6,248-59.4%

$5,501-53.8%

$4,869-47.8%

Participant deferral / active EE

$7,286

$5,550+31.3%

$4,871+49.6%

$5,287+37.8%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

JOEL J. KASSIMIR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOEL J. KASSIMIR 401(K) 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