Retirement plan

THE CREATIVE PLANNERS GROUP, LTD. 401(K) PROFIT SHARING PLAN

Name: THE CREATIVE PLANNERS GROUP, LTD. - THE CREATIVE PLANNERS GROUP, LTD. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: THE CREATIVE PLANNERS GROUP, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CREATIVE PLANNERS GROUP, LTD. 401(K) PROFIT SHARING PLAN, THE CREATIVE PLANNERS GROUP, LTD.

THE CREATIVE PLANNERS GROUP, LTD.EIN 13-3490936Plan #002PY 2019

660 WHITE PLAINS ROAD, SUITE 445 - TARRYTOWN, NY 105915107914-468-0300

Other plans on this EIN

1 filing

#001Retirement-$2.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$360K

+65.3% from 2018

Total participants

+16.7% from 2018

Average account balance

$51,404

+41.7% from 2018

Annual return

25.48%

+40.34 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$997K

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18002

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Expense breakdown

Schedule H Part II

Admin total

$765

$128 / participant

Other / not subdivided$765100.0%

% of EOY assets

0.213%

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

$51,404

$157,304-67.3%

$141,197-63.6%

$152,909-66.4%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

25.48%

64.34%-38.9pp

71.41%-45.9pp

345.46%-320.0pp

Employer contribution / active EE

$3,376

$5,263-35.8%

$4,736-28.7%

$4,764-29.1%

Participant deferral / active EE

$11,083

$7,111+55.9%

$6,710+65.2%

$5,851+89.4%

Admin fee / account holder

$109

$12,126-99.1%

$10,265-98.9%

$11,601-99.1%

THE CREATIVE PLANNERS GROUP, LTD. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CREATIVE PLANNERS GROUP, LTD. 401(K) 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