Retirement plan

DUGAS, SOILEAU & BREAUX, L.L.C. 401(K) PLAN

Name: DUGAS, SOILEAU & BREAUX, L.L.C. - DUGAS, SOILEAU & BREAUX, L.L.C. 401(K) PLAN (2015) Form 5500
Creator: DUGAS, SOILEAU & BREAUX, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUGAS, SOILEAU & BREAUX, L.L.C. 401(K) PLAN, DUGAS, SOILEAU & BREAUX, L.L.C.

DUGAS, SOILEAU & BREAUX, L.L.C.EIN 20-5338510Plan #001PY 2015

P.O. DRAWER 307 - CROWLEY, LA 705270307337-783-0650dsbcpafirm.comLinkedIn11-50 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.7M

No prior year

Total participants

No prior year

Average account balance

$151,591

No prior year

Annual return

-0.77%

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

$4.32M

Not enough data

1 years with asset history on file

Average account balance

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

$227K

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$134K

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

+13.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1208

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 codes2E2F2G2J

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.

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

$151,591

$127,387+19.0%

$115,038+31.8%

$125,389+20.9%

Participation rate

94.1%

84.2%+10.0pp

81.4%+12.8pp

83.2%+10.9pp

Annual return

-0.77%

31.28%-32.0pp

26.14%-26.9pp

282.24%-283.0pp

Employer contribution / active EE

$2,209

$5,166-57.2%

$4,608-52.1%

$4,866-54.6%

Participant deferral / active EE

$6,772

$6,423+5.4%

$6,026+12.4%

$5,352+26.5%

Admin fee / account holder

$9,516-100.0%

$8,175-100.0%

$9,541-100.0%

DUGAS, SOILEAU & BREAUX, L.L.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DUGAS, SOILEAU & BREAUX, L.L.C. 401(K) 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