Retirement plan

LAMPERT DEBT ADVISORS 401(K) PROFIT SHARING PLAN

Name: LAMPERT ADVISORS, LLC D/B/A LAMPERT DEBT ADVISORS - LAMPERT DEBT ADVISORS 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: LAMPERT ADVISORS, LLC D/B/A LAMPERT DEBT ADVISORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAMPERT DEBT ADVISORS 401(K) PROFIT SHARING PLAN, LAMPERT ADVISORS, LLC D/B/A LAMPERT DEBT ADVISORS

LAMPERT ADVISORS, LLC D/B/A LAMPERT DEBT ADVISORSEIN 27-0407806Plan #002PY 2015

30 EAST 81ST STREET, SUITE 9E - NEW YORK, NY 10028914-282-0915

Other plans on this EIN

1 filing

#001Retirement-$1.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$261K

No prior year

Total participants

No prior year

Average account balance

$43,444

No prior year

Annual return

0.56%

No prior year

Benchmarks

See 27,820 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort27,820 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$471K

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

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

+2.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2803

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 codes2D2E2J

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.

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

$43,444

$140,592-69.1%

$123,106-64.7%

$125,388-65.4%

Participation rate

100.0%

88.2%+11.8pp

86.8%+13.2pp

83.2%+16.8pp

Annual return

0.56%

16.80%-16.2pp

13.22%-12.7pp

282.24%-281.7pp

Employer contribution / active EE

$8,975

$6,041+48.6%

$5,151+74.2%

$4,866+84.4%

Participant deferral / active EE

$3,000

$6,980-57.0%

$6,229-51.8%

$5,352-43.9%

Admin fee / account holder

$11,198-100.0%

$9,015-100.0%

$9,541-100.0%

LAMPERT DEBT ADVISORS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LAMPERT DEBT ADVISORS 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