Retirement plan

JESSE GEORGE, JR. CPA 401(K) PLAN

Name: JESSE GEORGE, JR. - JESSE GEORGE, JR. CPA 401(K) PLAN (2016) Form 5500
Creator: JESSE GEORGE, JR.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JESSE GEORGE, JR. CPA 401(K) PLAN, JESSE GEORGE, JR.

JESSE GEORGE, JR.dba GEORGE AND CO, CPA PCEIN 27-3363364Plan #003PY 2016

PO BOX 232 - PALESTINE, TX 75802903-723-2557

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1M

No prior year

Total participants

No prior year

Average account balance

$125,133

No prior year

Annual return

26.04%

No prior year

Benchmarks

See 650 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Cohort650 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.34M

Not enough data

1 years with asset history on file

Average account balance

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

$336K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+9.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2R2J3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$125,133

$225,135-44.4%

$123,894+1.0%

Participation rate

0.0%

69.5%-69.5pp

81.4%-81.4pp

Annual return

26.04%

8.01%+18.0pp

47.52%-21.5pp

Employer contribution / active EE

$2,580-100.0%

$4,617-100.0%

Participant deferral / active EE

$4,315-100.0%

$5,984-100.0%

Admin fee / account holder

$19,833-100.0%

$8,357-100.0%

JESSE GEORGE, JR. CPA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JESSE GEORGE, JR. CPA 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