Retirement plan

CHESAPEAKE CAPITAL GROUP NEW YORK, INC. 401(K) PROFIT SHARING PLAN

Name: CHESAPEAKE CAPITAL GROUP NEW YORK, INC. - CHESAPEAKE CAPITAL GROUP NEW YORK, INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: CHESAPEAKE CAPITAL GROUP NEW YORK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHESAPEAKE CAPITAL GROUP NEW YORK, INC. 401(K) PROFIT SHARING PLAN, CHESAPEAKE CAPITAL GROUP NEW YORK, INC.

CHESAPEAKE CAPITAL GROUP NEW YORK, INC.EIN 13-3771087Plan #002PY 2021

208 HUDSON STREET PO BOX 368 - CORNWALL ON HUDSON, NY 12520845-534-0601ccgpartnersus.comLinkedIn1-10 employeesfinancial services

Other plans on this EIN

1 filing

#003Retirement-$5.2M assets

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

+28.2% from 2020

Total participants

+25.0% from 2020

Average account balance

$444,764

+2.6% from 2020

Annual return

10.40%

+1.36 pp from 2020

Benchmarks

See 33,465 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort33,465 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2G2J2F2E

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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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

$444,764

$209,874+111.9%

$189,537+134.7%

$167,536+165.5%

Participation rate

100.0%

88.7%+11.3pp

87.8%+12.2pp

82.1%+17.9pp

Annual return

10.40%

748.61%-738.2pp

555.34%-544.9pp

478.82%-468.4pp

Employer contribution / active EE

$38,500

$6,913+456.9%

$6,161+524.9%

$4,839+695.6%

Participant deferral / active EE

$23,400

$8,934+161.9%

$8,220+184.7%

$6,342+269.0%

Admin fee / account holder

$14,299-100.0%

$12,048-100.0%

$12,315-100.0%

CHESAPEAKE CAPITAL GROUP NEW YORK, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHESAPEAKE CAPITAL GROUP NEW YORK, INC. 401(K) PROFIT SHARING 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