Retirement plan

EDWARD R. CAINGLIT, A LAW CORPORATION RETIREMENT PLAN

Name: EDWARD R. CAINGLIT, A LAW CORPORATION - EDWARD R. CAINGLIT, A LAW CORPORATION RETIREMENT PLAN (2020) Form 5500
Creator: EDWARD R. CAINGLIT, A LAW CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDWARD R. CAINGLIT, A LAW CORPORATION RETIREMENT PLAN, EDWARD R. CAINGLIT, A LAW CORPORATION

EDWARD R. CAINGLIT, A LAW CORPORATIONEIN 27-0225662Plan #001PY 2020

31355 OAK CREST DRIVE, SUITE 125 - WESTLAKE VILLAGE, CA 91361818-597-8800cainglit.comLinkedIn1-10 employeeslaw practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$289K

+38.1% from 2019

Total participants

0.0% from 2019

Average account balance

$72,292

+38.1% from 2019

Annual return

21.45%

-1.32 pp from 2019

Benchmarks

See 120,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,756 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$569K

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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

$75K

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

+20.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$482

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

$72,292

$165,381-56.3%

$149,730-51.7%

$158,966-54.5%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

21.45%

348.29%-326.8pp

276.70%-255.2pp

302.95%-281.5pp

Employer contribution / active EE

$3,466

$5,104-32.1%

$4,645-25.4%

$4,762-27.2%

Participant deferral / active EE

$8,167

$7,182+13.7%

$6,843+19.3%

$5,983+36.5%

Admin fee / account holder

$10,809-100.0%

$9,310-100.0%

$11,250-100.0%

EDWARD R. CAINGLIT, A LAW CORPORATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EDWARD R. CAINGLIT, A LAW CORPORATION RETIREMENT 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