Retirement plan

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

Name: A.T. PROFESSIONAL ACCOUNTING CPA PC - A.T. PROFESSIONAL ACCOUNTING CPA PC ROTH 401(K) PLAN (2020) 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 ROTH 401(K) PLAN, A.T. PROFESSIONAL ACCOUNTING CPA PC

A.T. PROFESSIONAL ACCOUNTING CPA PCEIN 22-3777858Plan #004PY 2020

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

Other plans on this EIN

2 filings

#002Retirement-$1.1M assets #003Retirement-$123K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$621K

+56.0% from 2019

Total participants

0.0% from 2019

Average account balance

$206,889

+56.0% from 2019

Annual return

33.96%

+27.21 pp from 2019

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.89M

Not enough data

1 years with asset history on file

Average account balance

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

$472K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$194K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$65K

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

+4.90%

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.

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

$206,889

$165,399+25.1%

$149,745+38.2%

$158,982+30.1%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

33.96%

348.34%-314.4pp

276.72%-242.8pp

302.99%-269.0pp

Employer contribution / active EE

$12,500

$5,105+144.9%

$4,646+169.1%

$4,763+162.4%

Participant deferral / active EE

$16,784

$7,183+133.7%

$6,843+145.3%

$5,983+180.5%

Admin fee / account holder

$10,811-100.0%

$9,312-100.0%

$11,252-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion