Retirement plan

S & A FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: S & A FINANCIAL SERVICES, INC. - S & A FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: S & A FINANCIAL SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S & A FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST, S & A FINANCIAL SERVICES, INC.

S & A FINANCIAL SERVICES, INC.EIN 20-4989911Plan #002PY 2018

8655 COLLEGE BLVD - OVERLAND PARK, KS 66210913-362-2712safinancialservices.comLinkedIn1-10 employeesfinancial services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$729K

+3.1% from 2017

Total participants

0.0% from 2017

Average account balance

$182,329

+3.1% from 2017

Annual return

-7.49%

-30.30 pp from 2017

Benchmarks

See 31,466 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,466 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.68M

Not enough data

1 years with asset history on file

Average account balance

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

$560K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+16.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18078

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 codes2E2J2G3D

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.

Expense breakdown

Schedule H Part II

Admin total

$60

$15 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.008%

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

$182,329

$160,059+13.9%

$140,019+30.2%

$135,380+34.7%

Participation rate

100.0%

88.5%+11.5pp

87.5%+12.5pp

82.6%+17.4pp

Annual return

-7.49%

911.48%-919.0pp

651.17%-658.7pp

519.81%-527.3pp

Employer contribution / active EE

$3,051

$6,420-52.5%

$5,605-45.6%

$4,779-36.2%

Participant deferral / active EE

$15,606

$7,641+104.2%

$6,927+125.3%

$5,609+178.2%

Admin fee / account holder

$15

$13,328-99.9%

$10,705-99.9%

$10,828-99.9%

S & A FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S & A FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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