Retirement plan

R. BELL ASSOCIATES P. C. , CPAS 401(K) PROFIT SHARING PLAN

Name: R. BELL & ASSOCIATES, P.C., CPAS - R. BELL ASSOCIATES P. C. , CPAS 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: R. BELL & ASSOCIATES, P.C., CPAS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R. BELL ASSOCIATES P. C. , CPAS 401(K) PROFIT SHARING PLAN, R. BELL & ASSOCIATES, P.C., CPAS

R. BELL & ASSOCIATES, P.C., CPASEIN 27-4013906Plan #001PY 2018

3710 MAIN AVENUE SUITE 101 - DURANGO, CO 81301970-403-1717bellcpas.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$254K

-54.7% from 2017

Total participants

-30.0% from 2017

Average account balance

$36,352

-35.3% from 2017

Annual return

-1.41%

-17.13 pp from 2017

Benchmarks

See 116,771 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,771 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$814K

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$109K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+14.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$235

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E3D2G2J2F2T3H

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$377K

$94231 / participant

Other / not subdivided$377K100.0%

% of EOY assets

148.126%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,352

$138,065-73.7%

$123,544-70.6%

$135,375-73.1%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-1.41%

153.68%-155.1pp

119.20%-120.6pp

519.73%-521.1pp

Employer contribution / active EE

$3,320

$5,151-35.5%

$4,628-28.3%

$4,779-30.5%

Participant deferral / active EE

$16,032

$6,799+135.8%

$6,426+149.5%

$5,609+185.8%

Admin fee / account holder

$53,846

$10,916+393.3%

$9,284+480.0%

$10,827+397.3%

R. BELL ASSOCIATES P. C. , CPAS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

R. BELL ASSOCIATES P. C. , CPAS 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