Retirement plan

MCINTOSH AND ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST

Name: MCINTOSH AND ASSOCIATES LLC - MCINTOSH AND ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: MCINTOSH AND ASSOCIATES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCINTOSH AND ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST, MCINTOSH AND ASSOCIATES LLC

MCINTOSH AND ASSOCIATES LLCEIN 26-3423690Plan #003PY 2016

2900 K ST, NW, SUITE 404 - WASHINGTON, DC 20007202-510-9732

Other plans on this EIN

2 filings

#002Retirement-$123K assets #001Retirement-$25K assets

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$75K

+49.0% from 2015

Total participants

0.0% from 2015

Average account balance

$37,408

+49.0% from 2015

Annual return

13.92%

+16.81 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$358K

Not enough data

1 years with asset history on file

Average account balance

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

$179K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21K

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

+15.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$577

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$37,408

$135,956-72.5%

$123,894-69.8%

$273,972-86.3%

Participation rate

50.0%

84.1%-34.1pp

81.4%-31.4pp

83.0%-33.0pp

Annual return

13.92%

56.63%-42.7pp

47.52%-33.6pp

41.46%-27.5pp

Employer contribution / active EE

$5,170-100.0%

$4,617-100.0%

$4,869-100.0%

Participant deferral / active EE

$4,401

$6,343-30.6%

$5,984-26.5%

$5,287-16.8%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

MCINTOSH AND ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MCINTOSH AND ASSOCIATES LLC 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