Retirement plan

LAW OFFICES OF PATRICK G CADIZ 401 K PROFIT SHARING PLAN TRUST

Name: LAW OFFICES OF PATRICK G CADIZ - LAW OFFICES OF PATRICK G CADIZ 401 K PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: LAW OFFICES OF PATRICK G CADIZ
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAW OFFICES OF PATRICK G CADIZ 401 K PROFIT SHARING PLAN TRUST, LAW OFFICES OF PATRICK G CADIZ

LAW OFFICES OF PATRICK G CADIZEIN 26-3149250Plan #001PY 2015

100 SOUTHWEST BASELINE STREET - HILLSBORO, OR 97123503-858-3261patrickcadiz.comLinkedIn11-50 employeeslaw practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$491K

No prior year

Total participants

No prior year

Average account balance

$35,097

No prior year

Annual return

-3.14%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2364

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

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

$35,097

$127,387-72.4%

$115,038-69.5%

$125,389-72.0%

Participation rate

90.9%

84.2%+6.8pp

81.4%+9.5pp

83.2%+7.7pp

Annual return

-3.14%

31.28%-34.4pp

26.14%-29.3pp

282.24%-285.4pp

Employer contribution / active EE

$9,028

$5,166+74.8%

$4,608+95.9%

$4,866+85.5%

Participant deferral / active EE

$2,211

$6,423-65.6%

$6,026-63.3%

$5,352-58.7%

Admin fee / account holder

$9,516-100.0%

$8,175-100.0%

$9,541-100.0%

LAW OFFICES OF PATRICK G CADIZ 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LAW OFFICES OF PATRICK G CADIZ 401 K PROFIT SHARING PLAN TRUST

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