Retirement plan

HELMER LEGAL 401(K) PROFIT SHARING PLAN

Name: HELMER, CONLEY & KASSELMAN - HELMER LEGAL 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: HELMER, CONLEY & KASSELMAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HELMER LEGAL 401(K) PROFIT SHARING PLAN, HELMER, CONLEY & KASSELMAN

HELMER, CONLEY & KASSELMANEIN 22-3160942Plan #001PY 2016

111 WHITE HORSE PIKE - HADDON HEIGHTS, NJ 08035856-547-7888helmerlegal.comLinkedIn51-200 employeeslaw practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.1M

+22.6% from 2015

Total participants

+17.4% from 2015

Average account balance

$41,223

+10.6% from 2015

Annual return

8.34%

+12.96 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.15M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

115.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$410K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9242

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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).

Expense breakdown

Schedule H Part II

Admin total

$8K

$205 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.399%

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

$41,223

$76,551-46.1%

$123,894-66.7%

$62,881-34.4%

Participation rate

92.7%

73.0%+19.7pp

81.4%+11.3pp

69.3%+23.4pp

Annual return

8.34%

18.68%-10.3pp

47.52%-39.2pp

20.14%-11.8pp

Employer contribution / active EE

$2,039

$2,882-29.3%

$4,617-55.8%

$2,281-10.6%

Participant deferral / active EE

$4,022

$4,840-16.9%

$5,984-32.8%

$3,203+25.6%

Admin fee / account holder

$165

$4,826-96.6%

$8,357-98.0%

$4,296-96.2%

HELMER LEGAL 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HELMER LEGAL 401(K) 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