Retirement plan

NIGHTLINGER COLAVITA & VOLPA PA 401K PROFIT SHARING PLAN

Name: NIGHTLINGER, COLAVITA & VOLPA, PA - NIGHTLINGER COLAVITA & VOLPA PA 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: NIGHTLINGER, COLAVITA & VOLPA, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NIGHTLINGER COLAVITA & VOLPA PA 401K PROFIT SHARING PLAN, NIGHTLINGER, COLAVITA & VOLPA, PA

NIGHTLINGER, COLAVITA & VOLPA, PAEIN 22-2617821Plan #001PY 2016

991 S. BLACK HORSE PIKE - WILLIAMSTOWN, NJ 08094856-629-3111

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.1M

+12.7% from 2015

Total participants

-18.8% from 2015

Average account balance

$210,274

+12.7% from 2015

Annual return

7.74%

+11.55 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.33M

Not enough data

1 years with asset history on file

Average account balance

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

$270K

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

$118K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1242

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$589

$59 / participant

Other / not subdivided$589100.0%

% of EOY assets

0.028%

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

$210,274

$135,956+54.7%

$123,894+69.7%

$273,972-23.2%

Participation rate

70.0%

84.1%-14.1pp

81.4%-11.4pp

83.0%-13.0pp

Annual return

7.74%

56.63%-48.9pp

47.52%-39.8pp

41.46%-33.7pp

Employer contribution / active EE

$1,846

$5,170-64.3%

$4,617-60.0%

$4,869-62.1%

Participant deferral / active EE

$7,404

$6,343+16.7%

$5,984+23.7%

$5,287+40.0%

Admin fee / account holder

$59

$9,817-99.4%

$8,357-99.3%

$10,133-99.4%

NIGHTLINGER COLAVITA & VOLPA PA 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NIGHTLINGER COLAVITA & VOLPA PA 401K PROFIT SHARING PLAN

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