Retirement plan

TURNER, WILLIAMS AND ASSOCIATES 401(K) PLAN

Name: TURNER, WILLIAMS AND ASSOCIATES, P. A. - TURNER, WILLIAMS AND ASSOCIATES 401(K) PLAN (2021) Form 5500
Creator: TURNER, WILLIAMS AND ASSOCIATES, P. A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TURNER, WILLIAMS AND ASSOCIATES 401(K) PLAN, TURNER, WILLIAMS AND ASSOCIATES, P. A.

TURNER, WILLIAMS AND ASSOCIATES, P. A.EIN 27-2403745Plan #001PY 2021

1600 WEST BEEBE-CAPPS EXPRESSWAY - SEARCY, AR 72143501-268-0704

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$698K

No prior year

Total participants

No prior year

Average account balance

$63,491

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 126,087 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,087 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.70M

Not enough data

1 years with asset history on file

Average account balance

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

$142K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+19.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26

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 codes2E2J2F2G3D

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.
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

$63,491

$176,120-64.0%

$159,487-60.2%

$167,553-62.1%

Participation rate

84.6%

85.0%-0.3pp

82.8%+1.8pp

82.1%+2.5pp

Annual return

0.00%

331.95%-331.9pp

263.71%-263.7pp

478.89%-478.9pp

Employer contribution / active EE

$1,843

$5,299-65.2%

$4,831-61.8%

$4,840-61.9%

Participant deferral / active EE

$7,195

$7,752-7.2%

$7,354-2.2%

$6,343+13.4%

Admin fee / account holder

$12,561-100.0%

$10,804-100.0%

$12,316-100.0%

TURNER, WILLIAMS AND ASSOCIATES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TURNER, WILLIAMS AND ASSOCIATES 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