Retirement plan

ANTHONY CROWE, CPA, P.C. 401(K0 PROFIT SHARING PLAN

Name: ANTHONY CROWE, CPA, P.C. - ANTHONY CROWE, CPA, P.C. 401(K0 PROFIT SHARING PLAN (2017) Form 5500
Creator: ANTHONY CROWE, CPA, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANTHONY CROWE, CPA, P.C. 401(K0 PROFIT SHARING PLAN, ANTHONY CROWE, CPA, P.C.

ANTHONY CROWE, CPA, P.C.dba ANTHONY CROWE, CPA,P.C.EIN 20-0696739Plan #001PY 2017

3900 VETERANS MEMORIAL HWY STE 251 - BOHEMIA, NY 117161027631-676-6640LinkedIn1-10 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$734K

+32.3% from 2016

Total participants

+50.0% from 2016

Average account balance

$244,697

-11.8% from 2016

Annual return

21.67%

+13.17 pp from 2016

Benchmarks

See 114,326 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,326 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.35M

Not enough data

1 years with asset history on file

Average account balance

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

$784K

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

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+16.80%

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 codes2J2R

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

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$122

$41 / participant

Other / not subdivided$122100.0%

% of EOY assets

0.017%

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

$244,697

$150,445+62.6%

$136,297+79.5%

$147,585+65.8%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

21.67%

1049.14%-1027.5pp

5156.16%-5134.5pp

578.57%-556.9pp

Employer contribution / active EE

$2,840

$5,256-46.0%

$4,696-39.5%

$4,876-41.8%

Participant deferral / active EE

$16,802

$6,631+153.4%

$6,247+168.9%

$5,439+208.9%

Admin fee / account holder

$41

$10,906-99.6%

$9,244-99.6%

$10,885-99.6%

ANTHONY CROWE, CPA, P.C. 401(K0 PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANTHONY CROWE, CPA, P.C. 401(K0 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