Retirement plan

STEPHEN BIEGEL (CITY MARSHAL PROFIT SHARING PLAN)

Name: STEPHEN BIEGEL (CITY MARSHAL) - STEPHEN BIEGEL (CITY MARSHAL PROFIT SHARING PLAN) (2017) Form 5500
Creator: STEPHEN BIEGEL (CITY MARSHAL)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEPHEN BIEGEL (CITY MARSHAL PROFIT SHARING PLAN), STEPHEN BIEGEL (CITY MARSHAL)

STEPHEN BIEGEL (CITY MARSHAL)EIN 26-1517259Plan #001PY 2017

109 W 38TH ST - NEW YORK, NY 100183615212-527-7459LinkedIn1-10 employeessecurity and investigations

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1M

+30.6% from 2016

Total participants

0.0% from 2016

Average account balance

$209,768

+30.6% from 2016

Annual return

14.14%

-6.19 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.35M

Not enough data

1 years with asset history on file

Average account balance

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

$168K

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

$178K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+8.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17533

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$209,768

$101,063+107.6%

$81,473+157.5%

$147,585+42.1%

Participation rate

100.0%

74.5%+25.5pp

68.0%+32.0pp

82.8%+17.2pp

Annual return

14.14%

32.41%-18.3pp

38.78%-24.6pp

578.58%-564.4pp

Employer contribution / active EE

$16,593

$3,206+417.6%

$2,568+546.2%

$4,876+240.3%

Participant deferral / active EE

$9,864

$4,242+132.5%

$3,537+178.9%

$5,439+81.4%

Admin fee / account holder

$5,812-100.0%

$4,561-100.0%

$10,886-100.0%

STEPHEN BIEGEL (CITY MARSHAL PROFIT SHARING PLAN)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STEPHEN BIEGEL (CITY MARSHAL PROFIT SHARING 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