Retirement plan

GOTTLIEB, JOHNSTON, BEAM & DAL PONTE, PLL SALARY REDUCTION PLAN

Name: GOTTLIEB, JOHNSTON, BEAM & DAL PONTE, PLL - GOTTLIEB, JOHNSTON, BEAM & DAL PONTE, PLL SALARY REDUCTION PLAN (2022) Form 5500
Creator: GOTTLIEB, JOHNSTON, BEAM & DAL PONTE, PLL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOTTLIEB, JOHNSTON, BEAM & DAL PONTE, PLL SALARY REDUCTION PLAN, GOTTLIEB, JOHNSTON, BEAM & DAL PONTE, PLL

GOTTLIEB, JOHNSTON, BEAM & DAL PONTE, PLLEIN 31-0651216Plan #001PY 2022

320 MAIN STREET - ZANESVILLE, OH 43701740-452-7555zanesvillelaw.comLinkedIn11-50 employeeslegal services

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$3.8M

-14.5% from 2021

Total participants

+50.0% from 2021

Average account balance

$181,706

-63.4% from 2021

Annual return

-14.84%

-28.75 pp from 2021

Benchmarks

See 133,872 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,872 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.66M

Not enough data

1 years with asset history on file

Average account balance

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

$242K

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.

73.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$114524

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 codes2E2F2G2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$78K

$4561 / participant

Other / not subdivided$78K100.0%

% of EOY assets

2.032%

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

$181,706

$138,102+31.6%

$125,381+44.9%

$134,532+35.1%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-14.84%

750.73%-765.6pp

572.31%-587.1pp

418.27%-433.1pp

Employer contribution / active EE

$623

$5,245-88.1%

$4,815-87.1%

$4,741-86.9%

Participant deferral / active EE

$4,735

$7,801-39.3%

$7,448-36.4%

$6,401-26.0%

Admin fee / account holder

$3,692

$11,568-68.1%

$10,007-63.1%

$11,429-67.7%

GOTTLIEB, JOHNSTON, BEAM & DAL PONTE, PLL SALARY REDUCTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOTTLIEB, JOHNSTON, BEAM & DAL PONTE, PLL SALARY REDUCTION 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