Retirement plan

MANIBOG LAW , P.C. 401(K) PROFIT SHARING PLAN

Name: MANIBOG LAW , P.C. - MANIBOG LAW , P.C. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: MANIBOG LAW , P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANIBOG LAW , P.C. 401(K) PROFIT SHARING PLAN, MANIBOG LAW , P.C.

MANIBOG LAW , P.C.EIN 27-3962077Plan #002PY 2016

625 FAIR OAKS AVENUE, SUITE 101 - SOUTH PASADENA, CA 91030626-689-2306manibog.comLinkedIn1-10 employeeslaw practice

Other plans on this EIN

1 filing

#001Retirement-$120K assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$62K

No prior year

Total participants

No prior year

Average account balance

$30,750

No prior year

Annual return

0.00%

No prior year

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

$779K

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

266.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

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

+16.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1976

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 codes2E2F2J2R3D

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).
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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$19

$3 / participant

Other / not subdivided$19100.0%

% of EOY assets

0.031%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$30,750

$135,956-77.4%

$123,894-75.2%

$273,972-88.8%

Participation rate

16.7%

84.1%-67.4pp

81.4%-64.7pp

83.0%-66.3pp

Annual return

0.00%

56.63%-56.6pp

47.52%-47.5pp

41.46%-41.5pp

Employer contribution / active EE

$5,062

$5,170-2.1%

$4,617+9.6%

$4,869+4.0%

Participant deferral / active EE

$5,208

$6,343-17.9%

$5,984-13.0%

$5,287-1.5%

Admin fee / account holder

$10

$9,817-99.9%

$8,357-99.9%

$10,133-99.9%

MANIBOG LAW , P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MANIBOG LAW , P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion