Retirement plan

JARRED, GILMORE & PHILLIPS, P.A. 401K PROFIT SHARING PLAN

Name: JARRED, GILMORE & PHILLIPS, P.A. - JARRED, GILMORE & PHILLIPS, P.A. 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: JARRED, GILMORE & PHILLIPS, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JARRED, GILMORE & PHILLIPS, P.A. 401K PROFIT SHARING PLAN, JARRED, GILMORE & PHILLIPS, P.A.

JARRED, GILMORE & PHILLIPS, P.A.EIN 20-3906022Plan #001PY 2015

1815 S. SANTA FE AVENUE, P.O. BOX 779 - CHANUTE, KS 667200779620-431-6342LinkedIn11-50 employeesaccounting

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.2M

No prior year

Total participants

No prior year

Average account balance

$186,275

No prior year

Annual return

0.17%

No prior year

Benchmarks

See 27,820 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort27,820 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.78M

Not enough data

1 years with asset history on file

Average account balance

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

$370K

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.

110.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$246K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1822

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 codes2E2F2J2R3D

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).
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.
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).

Expense breakdown

Schedule H Part II

Admin total

$95

$5 / participant

Other / not subdivided$95100.0%

% of EOY assets

0.003%

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

$186,275

$140,592+32.5%

$123,106+51.3%

$125,388+48.6%

Participation rate

89.5%

88.2%+1.3pp

86.8%+2.7pp

83.2%+6.3pp

Annual return

0.17%

16.80%-16.6pp

13.22%-13.0pp

282.24%-282.1pp

Employer contribution / active EE

$2,559

$6,041-57.6%

$5,151-50.3%

$4,866-47.4%

Participant deferral / active EE

$5,450

$6,980-21.9%

$6,229-12.5%

$5,352+1.8%

Admin fee / account holder

$11,198-100.0%

$9,015-99.9%

$9,541-99.9%

JARRED, GILMORE & PHILLIPS, P.A. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JARRED, GILMORE & PHILLIPS, P.A. 401K 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