Retirement plan

WERFEL & WERFEL, P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST

Name: WERFEL & WERFEL, P.L.L.C. - WERFEL & WERFEL, P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: WERFEL & WERFEL, P.L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WERFEL & WERFEL, P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST, WERFEL & WERFEL, P.L.L.C.

WERFEL & WERFEL, P.L.L.C.EIN 20-4190332Plan #001PY 2015

496 SMITHTOWN BYPASS, SUITE 301 - SMITHTOWN, NY 11787631-265-5650

Other plans on this EIN

1 filing

#002Retirement-$1.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$452K

No prior year

Total participants

No prior year

Average account balance

$90,379

No prior year

Annual return

-0.68%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$886K

Not enough data

1 years with asset history on file

Average account balance

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

$295K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+12.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$90,379

$127,387-29.1%

$115,038-21.4%

$125,389-27.9%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

-0.68%

31.28%-32.0pp

26.14%-26.8pp

282.24%-282.9pp

Employer contribution / active EE

$6,575

$5,166+27.3%

$4,608+42.7%

$4,866+35.1%

Participant deferral / active EE

$16,800

$6,423+161.6%

$6,026+178.8%

$5,352+213.9%

Admin fee / account holder

$9,516-100.0%

$8,175-100.0%

$9,541-100.0%

WERFEL & WERFEL, P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WERFEL & WERFEL, P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST

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