Retirement plan

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

Name: ANTHONY CROWE, CP,P.C. - ANTHONY CROWE, CPA, P.C. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: ANTHONY CROWE, CP,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, CP,P.C.

ANTHONY CROWE, CP,P.C.EIN 20-0696739Plan #001PY 2022

1695 ROOSEVELT AVE - BOHEMIA, NY 117161436LinkedIn1-10 employeesaccounting

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.4M

-17.8% from 2021

Total participants

0.0% from 2021

Average account balance

$454,537

-17.8% from 2021

Annual return

-21.84%

-42.76 pp from 2021

Benchmarks

See 133,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,909 peers

Snapshot2022

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$454,537

$138,078+229.2%

$125,363+262.6%

$134,509+237.9%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-21.84%

750.49%-772.3pp

572.15%-594.0pp

418.13%-440.0pp

Employer contribution / active EE

$2,985

$5,245-43.1%

$4,815-38.0%

$4,741-37.0%

Participant deferral / active EE

$19,285

$7,800+147.2%

$7,447+159.0%

$6,400+201.3%

Admin fee / account holder

$11,566-100.0%

$10,005-100.0%

$11,427-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANTHONY CROWE, CPA, P.C. 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