Retirement plan

URSULA SERLUCA-SALANDRA, CPA, LLC 401(K) PROFIT SHARING PLAN

Name: URSULA SERLUCA-SALANDRA, CPA, LLC - URSULA SERLUCA-SALANDRA, CPA, LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: URSULA SERLUCA-SALANDRA, CPA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, URSULA SERLUCA-SALANDRA, CPA, LLC 401(K) PROFIT SHARING PLAN, URSULA SERLUCA-SALANDRA, CPA, LLC

URSULA SERLUCA-SALANDRA, CPA, LLCEIN 26-3252147Plan #001PY 2017

3010 WESTCHESTER AVENUE, SUITE 302 - WHITE PLAINS, NY 10604914-488-5717serlucallc.comLinkedIn1-10 employeesaccounting

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$548K

+38.5% from 2016

Total participants

0.0% from 2016

Average account balance

$273,843

+38.5% from 2016

Annual return

18.14%

+10.67 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.69M

Not enough data

1 years with asset history on file

Average account balance

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

$338K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+7.23%

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$273,843

$150,442+82.0%

$136,295+100.9%

$147,585+85.5%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

18.14%

1049.09%-1031.0pp

5155.97%-5137.8pp

578.56%-560.4pp

Employer contribution / active EE

$20,083

$5,256+282.1%

$4,695+327.7%

$4,876+311.8%

Participant deferral / active EE

$20,200

$6,630+204.7%

$6,247+223.4%

$5,439+271.4%

Admin fee / account holder

$10,905-100.0%

$9,243-100.0%

$10,885-100.0%

URSULA SERLUCA-SALANDRA, CPA, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

URSULA SERLUCA-SALANDRA, CPA, LLC 401(K) 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