Retirement plan

JAMES A SAKR PROFIT SHARING PLAN

Name: JAMES A SAKR - JAMES A SAKR PROFIT SHARING PLAN (2017) Form 5500
Creator: JAMES A SAKR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAMES A SAKR PROFIT SHARING PLAN, JAMES A SAKR

JAMES A SAKREIN 22-2846574Plan #001PY 2017

PO BOX 527, 111 CLARA BARTON STREET - DANSVILLE, NY 14437585-335-6034

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+9.4% from 2016

Total participants

0.0% from 2016

Average account balance

$584,418

+9.4% from 2016

Annual return

5.97%

-4.87 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.53M

Not enough data

1 years with asset history on file

Average account balance

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

$843K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$525

$175 / participant

Other / not subdivided$525100.0%

% of EOY assets

0.030%

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

$584,418

$198,457+194.5%

$170,435+242.9%

$147,586+296.0%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

5.97%

257.30%-251.3pp

205.94%-200.0pp

578.59%-572.6pp

Employer contribution / active EE

$4,136

$6,183-33.1%

$5,432-23.9%

$4,876-15.2%

Participant deferral / active EE

$14,000

$5,629+148.7%

$4,939+183.4%

$5,439+157.4%

Admin fee / account holder

$175

$16,852-99.0%

$13,881-98.7%

$10,886-98.4%

JAMES A SAKR PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAMES A SAKR 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