Retirement plan

LARRY C. LIOU AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Name: LARRY C. LIOU AND ASSOCIATES, INC. - LARRY C. LIOU AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: LARRY C. LIOU AND ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LARRY C. LIOU AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, LARRY C. LIOU AND ASSOCIATES, INC.

LARRY C. LIOU AND ASSOCIATES, INC.EIN 27-4120153Plan #001PY 2015

150 N SANTA ANITA AVE STE 890 - ARCADIA, CA 910063149626-574-2002larry4law.comLinkedIn1-10 employeeslegal services

Other plans on this EIN

1 filing

#002Retirement-$290K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$138K

No prior year

Total participants

No prior year

Average account balance

$69,111

No prior year

Annual return

29.67%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$178K

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.23%

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 codes2E2J

Plan features

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

$69,111

$127,387-45.7%

$115,038-39.9%

$125,389-44.9%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

29.67%

31.28%-1.6pp

26.14%+3.5pp

282.24%-252.6pp

Employer contribution / active EE

$1,669

$5,166-67.7%

$4,608-63.8%

$4,866-65.7%

Participant deferral / active EE

$11,300

$6,423+75.9%

$6,026+87.5%

$5,352+111.2%

Admin fee / account holder

$9,516-100.0%

$8,175-100.0%

$9,541-100.0%

LARRY C. LIOU AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LARRY C. LIOU AND ASSOCIATES, INC. 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