Retirement plan

A.T. PROFESSIONAL ACCOUNTING CPA PC 401(K) PLAN

Name: A.T. PROFESSIONAL ACCOUNTING CPA PC - A.T. PROFESSIONAL ACCOUNTING CPA PC 401(K) PLAN (2016) Form 5500
Creator: A.T. PROFESSIONAL ACCOUNTING CPA PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A.T. PROFESSIONAL ACCOUNTING CPA PC 401(K) PLAN, A.T. PROFESSIONAL ACCOUNTING CPA PC

A.T. PROFESSIONAL ACCOUNTING CPA PCEIN 22-3777858Plan #003PY 2016

12-26B RIVER ROAD - FAIR LAWN, NJ 07410201-794-7163LinkedIn1-10 employeesaccounting

Other plans on this EIN

1 filing

#002Retirement-$751K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$264K

+72.2% from 2015

Total participants

+50.0% from 2015

Average account balance

$87,997

+14.8% from 2015

Annual return

18.96%

-2.60 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

$167K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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

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

+2.52%

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 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

$240

$80 / participant

Other / not subdivided$240100.0%

% of EOY assets

0.091%

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

$87,997

$135,956-35.3%

$123,894-29.0%

$273,972-67.9%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

18.96%

56.63%-37.7pp

47.52%-28.6pp

41.46%-22.5pp

Employer contribution / active EE

$7,200

$5,170+39.3%

$4,617+56.0%

$4,869+47.9%

Participant deferral / active EE

$20,000

$6,343+215.3%

$5,984+234.2%

$5,287+278.3%

Admin fee / account holder

$80

$9,817-99.2%

$8,357-99.0%

$10,133-99.2%

A.T. PROFESSIONAL ACCOUNTING CPA PC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A.T. PROFESSIONAL ACCOUNTING CPA PC 401(K) 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