Retirement plan

HERBERT I. ELLIS, ESQ. , P. C. PROFIT SHARING PLAN

Name: HERBERT I. ELLIS, ESQ.,P.C. - HERBERT I. ELLIS, ESQ. , P. C. PROFIT SHARING PLAN (2017) Form 5500
Creator: HERBERT I. ELLIS, ESQ.,P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HERBERT I. ELLIS, ESQ. , P. C. PROFIT SHARING PLAN, HERBERT I. ELLIS, ESQ.,P.C.

HERBERT I. ELLIS, ESQ.,P.C.EIN 22-3058235Plan #001PY 2017

87 SOUTH STREET - FREEHOLD, NJ 07728732-308-0200LinkedIn11-50 employeeslaw practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.7M

+23.1% from 2016

Total participants

+12.5% from 2016

Average account balance

$104,815

+23.1% from 2016

Annual return

12.52%

+10.68 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.86M

Not enough data

1 years with asset history on file

Average account balance

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

$184K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$135K

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

+15.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8855

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 codes2E3D2J

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

$149

$8 / participant

Other / not subdivided$149100.0%

% of EOY assets

0.009%

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

$104,815

$150,447-30.3%

$136,298-23.1%

$147,586-29.0%

Participation rate

88.9%

84.4%+4.5pp

81.9%+7.0pp

82.8%+6.1pp

Annual return

12.52%

1049.15%-1036.6pp

5156.27%-5143.7pp

578.59%-566.1pp

Employer contribution / active EE

$1,847

$5,256-64.9%

$4,696-60.7%

$4,876-62.1%

Participant deferral / active EE

$6,196

$6,631-6.6%

$6,247-0.8%

$5,439+13.9%

Admin fee / account holder

$10,906-99.9%

$9,244-99.9%

$10,886-99.9%

HERBERT I. ELLIS, ESQ. , P. C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HERBERT I. ELLIS, ESQ. , P. C. 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