Retirement plan

JAMES M. RILEY, C.P.A.

Name: JAMES M. RILEY - JAMES M. RILEY, C.P.A. (2024) Form 5500
Creator: JAMES M. RILEY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAMES M. RILEY, C.P.A., JAMES M. RILEY

JAMES M. RILEYdba JAMES M RILEY INDIVIDUAL 401 KEIN 13-4038703Plan #001PY 2024

16 MERIWETHER TRAIL - CONGERS, NY 10920845-268-2467

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$777K

+30.7% from 2023

Total participants

0.0% from 2023

Average account balance

$777,211

+30.7% from 2023

Annual return

19.11%

-2.99 pp from 2023

Benchmarks

See 143,710 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$777K

Not enough data

1 years with asset history on file

Average account balance

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

$777K

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

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$69K

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

+19.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$100

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 codes2E2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$100

$100 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.013%

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

$777,211

$160,040+385.6%

$147,096+428.4%

$145,877+432.8%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

19.11%

98.49%-79.4pp

419.75%-400.6pp

551.28%-532.2pp

Employer contribution / active EE

$38,662

$5,289+630.9%

$4,936+683.3%

$4,663+729.1%

Participant deferral / active EE

$30,500

$8,429+261.9%

$8,071+277.9%

$6,691+355.9%

Admin fee / account holder

$100

$15,050-99.3%

$13,005-99.2%

$13,402-99.3%

JAMES M. RILEY, C.P.A.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAMES M. RILEY, C.P.A.

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