Retirement plan

SCHEIMPFLUG PHOTO EQUIPMENT CO. 401(K) PROFIT SHARING PLAN

Name: SCHEIMPFLUG PHOTO EQUIPMENT CO. LLC - SCHEIMPFLUG PHOTO EQUIPMENT CO. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SCHEIMPFLUG PHOTO EQUIPMENT CO. LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCHEIMPFLUG PHOTO EQUIPMENT CO. 401(K) PROFIT SHARING PLAN, SCHEIMPFLUG PHOTO EQUIPMENT CO. LLC

SCHEIMPFLUG PHOTO EQUIPMENT CO. LLCEIN 20-1561809Plan #001PY 2017

546 WEST 48TH STREET - NEW YORK, NY 10036212-244-8300LinkedIn11-50 employeesfacilities services

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$247K

+45.6% from 2016

Total participants

+2.4% from 2016

Average account balance

$6,852

+41.6% from 2016

Annual return

17.58%

+13.78 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$794K

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

53.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3028

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 codes2E2E2F2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$147 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.433%

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

$6,852

$232,540-97.1%

$185,117-96.3%

$147,586-95.4%

Participation rate

70.8%

82.4%-11.5pp

77.3%-6.4pp

82.8%-12.0pp

Annual return

17.58%

43.03%-25.5pp

40.50%-22.9pp

578.59%-561.0pp

Employer contribution / active EE

$772

$5,195-85.1%

$4,182-81.5%

$4,876-84.2%

Participant deferral / active EE

$1,333

$5,834-77.1%

$5,045-73.6%

$5,439-75.5%

Admin fee / account holder

$98

$10,275-99.0%

$8,159-98.8%

$10,886-99.1%

SCHEIMPFLUG PHOTO EQUIPMENT CO. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCHEIMPFLUG PHOTO EQUIPMENT CO. 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