Retirement plan

MCHENRY ADVISERS, INC. 401(K) PROFIT SHARING PLAN

Name: MCHENRY ADVISERS, INC. - MCHENRY ADVISERS, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: MCHENRY ADVISERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCHENRY ADVISERS, INC. 401(K) PROFIT SHARING PLAN, MCHENRY ADVISERS, INC.

MCHENRY ADVISERS, INC.EIN 20-4243624Plan #001PY 2016

134 EAST MAIN STREET - NEW ALBANY, OH 43054800-805-9538mchenry-advisers.comLinkedIn11-50 employeesfinancial services

Other plans on this EIN

1 filing

#002Retirement-$134K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$533K

No prior year

Total participants

No prior year

Average account balance

$88,865

No prior year

Annual return

16.94%

No prior year

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.57M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

112.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$525K

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

+19.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1078

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

$88,865

$135,956-34.6%

$123,894-28.3%

$273,972-67.6%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

16.94%

56.63%-39.7pp

47.52%-30.6pp

41.46%-24.5pp

Employer contribution / active EE

$4,772

$5,170-7.7%

$4,617+3.4%

$4,869-2.0%

Participant deferral / active EE

$7,804

$6,343+23.0%

$5,984+30.4%

$5,287+47.6%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

MCHENRY ADVISERS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MCHENRY ADVISERS, INC. 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