Retirement plan

LAW OFFICE OF GEWURZ AND ZACCARIA, P. C. 401(K) PLAN

Name: LAW OFFICE OF GEWURZ AND ZACCARIA, P.C. - LAW OFFICE OF GEWURZ AND ZACCARIA, P. C. 401(K) PLAN (2018) Form 5500
Creator: LAW OFFICE OF GEWURZ AND ZACCARIA, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAW OFFICE OF GEWURZ AND ZACCARIA, P. C. 401(K) PLAN, LAW OFFICE OF GEWURZ AND ZACCARIA, P.C.

LAW OFFICE OF GEWURZ AND ZACCARIA, P.C.EIN 20-3203988Plan #001PY 2018

50 CHARLES LINDBERGH BOULEVARD,, SUITE 204 - UNIONDALE, NY 11553516-228-5500LinkedIn11-50 employeeslegal services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

+7.3% from 2017

Total participants

0.0% from 2017

Average account balance

$242,710

+7.3% from 2017

Annual return

-2.16%

-11.98 pp from 2017

Benchmarks

See 116,757 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,757 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.39M

Not enough data

1 years with asset history on file

Average account balance

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

$456K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$325K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+8.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52556

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$242,710

$138,075+75.8%

$123,552+96.4%

$135,379+79.3%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-2.16%

153.70%-155.9pp

119.20%-121.4pp

519.79%-521.9pp

Employer contribution / active EE

$12,142

$5,152+135.7%

$4,628+162.4%

$4,779+154.1%

Participant deferral / active EE

$10,747

$6,800+58.0%

$6,426+67.2%

$5,609+91.6%

Admin fee / account holder

$10,917-100.0%

$9,285-100.0%

$10,828-100.0%

LAW OFFICE OF GEWURZ AND ZACCARIA, P. C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LAW OFFICE OF GEWURZ AND ZACCARIA, P. C. 401(K) 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