Retirement plan

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

Name: ANTHONY CROWE, CPA, P.C. - ANTHONY CROWE, CPA, P.C. 401(K) PROFIT SHARING PLAN (2019) 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(K) PROFIT SHARING PLAN, ANTHONY CROWE, CPA, P.C.

ANTHONY CROWE, CPA, P.C.EIN 20-0696739Plan #001PY 2019

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

+31.9% from 2018

Total participants

0.0% from 2018

Average account balance

$351,403

+31.9% from 2018

Annual return

24.28%

+23.56 pp from 2018

Benchmarks

See 119,339 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,339 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.95M

Not enough data

1 years with asset history on file

Average account balance

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

$650K

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

+12.56%

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$134

$45 / participant

Other / not subdivided$134100.0%

% 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

$351,403

$157,296+123.4%

$141,191+148.9%

$152,897+129.8%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

24.28%

64.34%-40.1pp

71.41%-47.1pp

345.43%-321.2pp

Employer contribution / active EE

$2,930

$5,262-44.3%

$4,736-38.1%

$4,764-38.5%

Participant deferral / active EE

$17,301

$7,111+143.3%

$6,710+157.8%

$5,851+195.7%

Admin fee / account holder

$45

$12,125-99.6%

$10,264-99.6%

$11,599-99.6%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANTHONY CROWE, CPA, P.C. 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