Retirement plan

JOHN P. MAHER, QREA 401(K) PROFIT SHARING PLAN

Name: JOHN P. MAHER, QREA - JOHN P. MAHER, QREA 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: JOHN P. MAHER, QREA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN P. MAHER, QREA 401(K) PROFIT SHARING PLAN, JOHN P. MAHER, QREA

JOHN P. MAHER, QREAEIN 20-0997154Plan #002PY 2018

CBRE, 200 PARK AVENUE, 22ND FLOOR - NEW YORK, NY 10166212-984-8008

Other plans on this EIN

1 filing

#001Retirement-$432K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$81K

+102.5% from 2017

Total participants

0.0% from 2017

Average account balance

$81,420

+102.5% from 2017

Annual return

0.55%

+0.55 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$444K

Not enough data

1 years with asset history on file

Average account balance

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

$444K

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

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$51K

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

+9.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2609

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

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

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

$81,420

$211,946-61.6%

$169,452-52.0%

$135,380-39.9%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

0.55%

3.26%-2.7pp

1.83%-1.3pp

519.81%-519.3pp

Employer contribution / active EE

$16,500

$5,117+222.5%

$4,157+296.9%

$4,779+245.3%

Participant deferral / active EE

$24,500

$6,075+303.3%

$5,277+364.3%

$5,609+336.8%

Admin fee / account holder

$11,472-100.0%

$9,110-100.0%

$10,828-100.0%

JOHN P. MAHER, QREA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JOHN P. MAHER, QREA 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