Retirement plan

PFLUEGER INSURANCE AGENCY, INC 401(K) PROFIT SHARING PLAN

Name: PFLUEGER INSURANCE AGENCY, INC - PFLUEGER INSURANCE AGENCY, INC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: PFLUEGER INSURANCE AGENCY, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PFLUEGER INSURANCE AGENCY, INC 401(K) PROFIT SHARING PLAN, PFLUEGER INSURANCE AGENCY, INC

PFLUEGER INSURANCE AGENCY, INCEIN 23-1651417Plan #002PY 2020

1209 CENTRE TURNPIKE, SUITE 1 - ORWIGSBURG, PA 17961570-385-3850pfluegerinsurance.comLinkedIn1-10 employeesinsurance

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+12.7% from 2019

Total participants

0.0% from 2019

Average account balance

$352,183

+12.7% from 2019

Annual return

11.50%

-10.34 pp from 2019

Benchmarks

See 1,018 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort1,018 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$434K

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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

$14K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+6.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$905

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$50

$13 / participant

Other / not subdivided$50100.0%

% of EOY assets

0.003%

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

$352,183

$755,339-53.4%

$379,746-7.3%

$158,966+121.5%

Participation rate

100.0%

81.8%+18.2pp

78.4%+21.6pp

82.0%+18.0pp

Annual return

11.50%

53.41%-41.9pp

34.90%-23.4pp

302.95%-291.4pp

Employer contribution / active EE

$2,008

$4,685-57.1%

$3,540-43.3%

$4,762-57.8%

Participant deferral / active EE

$2,555

$7,938-67.8%

$6,024-57.6%

$5,983-57.3%

Admin fee / account holder

$10

$14,482-99.9%

$7,927-99.9%

$11,250-99.9%

PFLUEGER INSURANCE AGENCY, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PFLUEGER INSURANCE AGENCY, INC 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