Retirement plan

BP ARCHITECTS, PC 401(K) PROFIT SHARING PLAN

Name: BP ARCHITECTURE, PC - BP ARCHITECTS, PC 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: BP ARCHITECTURE, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BP ARCHITECTS, PC 401(K) PROFIT SHARING PLAN, BP ARCHITECTURE, PC

BP ARCHITECTURE, PCEIN 20-8259835Plan #002PY 2021

800 SECOND AVE. SUITE 800 - NEW YORK, NY 10017212-710-6277

Other plans on this EIN

1 filing

#001Retirement-$2.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+25.8% from 2020

Total participants

+28.6% from 2020

Average account balance

$139,322

-2.2% from 2020

Annual return

15.68%

+0.91 pp from 2020

Benchmarks

See 126,102 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,102 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.02M

Not enough data

1 years with asset history on file

Average account balance

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

$337K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+16.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8434

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 codes2D2E2J

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.

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

$139,322

$176,105-20.9%

$159,474-12.6%

$167,536-16.8%

Participation rate

100.0%

85.0%+15.0pp

82.8%+17.2pp

82.1%+17.9pp

Annual return

15.68%

331.91%-316.2pp

263.68%-248.0pp

478.82%-463.1pp

Employer contribution / active EE

$6,728

$5,299+27.0%

$4,831+39.3%

$4,839+39.0%

Participant deferral / active EE

$10,067

$7,751+29.9%

$7,353+36.9%

$6,342+58.7%

Admin fee / account holder

$12,559-100.0%

$10,802-100.0%

$12,315-100.0%

BP ARCHITECTS, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BP ARCHITECTS, PC 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