Retirement plan

THE JEREMY KATZ COMPANY, INC. PROFIT SHARING PLAN

Name: THE JEREMY KATZ COMPANY, INC. - THE JEREMY KATZ COMPANY, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: THE JEREMY KATZ COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE JEREMY KATZ COMPANY, INC. PROFIT SHARING PLAN, THE JEREMY KATZ COMPANY, INC.

THE JEREMY KATZ COMPANY, INC.EIN 20-8421923Plan #001PY 2016

C/O ALTMMAN, GREENFIELD AND SELVAGG, 200 PARK AVENUE SOUTH, 8TH FL - NEW YORK, NY 10003212-768-4500LinkedIn1-10 employeesveterinary

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$141K

+32.7% from 2015

Total participants

0.0% from 2015

Average account balance

$70,611

+32.7% from 2015

Annual return

6.24%

+1.32 pp from 2015

Benchmarks

See 6,152 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,152 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$632K

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2351

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 codes2E2J3D

Plan features

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.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$70,611

$153,311-53.9%

$109,313-35.4%

$273,972-74.2%

Participation rate

100.0%

80.1%+19.9pp

71.3%+28.7pp

83.0%+17.0pp

Annual return

6.24%

29.86%-23.6pp

22.07%-15.8pp

41.46%-35.2pp

Employer contribution / active EE

$5,077

$5,619-9.6%

$3,892+30.4%

$4,869+4.3%

Participant deferral / active EE

$9,000

$3,932+128.9%

$3,166+184.2%

$5,287+70.2%

Admin fee / account holder

$8,076-100.0%

$5,666-100.0%

$10,133-100.0%

THE JEREMY KATZ COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE JEREMY KATZ COMPANY, INC. 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