Retirement plan

TAMMY CAMPBELL PLUMMER, PA 401(K) PLAN

Name: TAMMY CAMPBELL PLUMMER, P.A. - TAMMY CAMPBELL PLUMMER, PA 401(K) PLAN (2016) Form 5500
Creator: TAMMY CAMPBELL PLUMMER, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAMMY CAMPBELL PLUMMER, PA 401(K) PLAN, TAMMY CAMPBELL PLUMMER, P.A.

TAMMY CAMPBELL PLUMMER, P.A.EIN 26-3285482Plan #001PY 2016

175 1ST STREET SOUTH #210 - ST. PETERSBURG, FL 33701727-455-2351

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$159K

No prior year

Total participants

No prior year

Average account balance

$39,830

No prior year

Annual return

14.18%

No prior year

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$917K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+9.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6352

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

$39,830

$215,361-81.5%

$171,082-76.7%

$273,972-85.5%

Participation rate

100.0%

82.0%+18.0pp

76.7%+23.3pp

83.0%+17.0pp

Annual return

14.18%

25.14%-11.0pp

32.56%-18.4pp

41.46%-27.3pp

Employer contribution / active EE

$3,199

$4,967-35.6%

$4,002-20.1%

$4,869-34.3%

Participant deferral / active EE

$8,120

$5,543+46.5%

$4,797+69.3%

$5,287+53.6%

Admin fee / account holder

$10,846-100.0%

$8,520-100.0%

$10,133-100.0%

TAMMY CAMPBELL PLUMMER, PA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TAMMY CAMPBELL PLUMMER, PA 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