Retirement plan

ENCOMPASS ADVERTISING AGENCY L 401 K PROFIT SHARING PLAN TRUST

Name: ENCOMPASS ADVERTISING AGENCY L - ENCOMPASS ADVERTISING AGENCY L 401 K PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: ENCOMPASS ADVERTISING AGENCY L
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENCOMPASS ADVERTISING AGENCY L 401 K PROFIT SHARING PLAN TRUST, ENCOMPASS ADVERTISING AGENCY L

ENCOMPASS ADVERTISING AGENCY LEIN 20-5102998Plan #001PY 2015

PO BOX 429 - CORNELIUS, NC 28031704-896-9978encompassagency.comLinkedIn11-50 employeesmarketing and advertising

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$98K

No prior year

Total participants

No prior year

Average account balance

$13,958

No prior year

Annual return

2.56%

No prior year

Benchmarks

See 26,345 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,345 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

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Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$2K

Not enough data

1 years with asset history on file

Average account balance

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

$1K

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.

16.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+50.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1117769

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$451

$75 / participant

Other / not subdivided$451100.0%

% of EOY assets

0.462%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,958

$84,695-83.5%

$73,843-81.1%

$125,391-88.9%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

2.56%

3123.53%-3121.0pp

2267.84%-2265.3pp

282.22%-279.7pp

Employer contribution / active EE

$6,456

$3,123+106.7%

$2,787+131.6%

$4,866+32.7%

Participant deferral / active EE

$4,221

$3,992+5.7%

$3,583+17.8%

$5,352-21.1%

Admin fee / account holder

$64

$5,691-98.9%

$4,880-98.7%

$9,540-99.3%

ENCOMPASS ADVERTISING AGENCY L 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENCOMPASS ADVERTISING AGENCY L 401 K PROFIT SHARING PLAN 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