Retirement plan

APPLICATION OBJECTS, INC. 401(K) PROFIT SHARING PLAN

Name: APPLICATION OBJECTS, INC. - APPLICATION OBJECTS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: APPLICATION OBJECTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APPLICATION OBJECTS, INC. 401(K) PROFIT SHARING PLAN, APPLICATION OBJECTS, INC.

APPLICATION OBJECTS, INC.EIN 31-1436084Plan #001PY 2017

929 HIGH STREET, SUITE 181 - WEST CHESTER, PA 19382215-852-4028applobj.comLinkedIn11-50 employeesinformation technology and services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$950K

+35.3% from 2016

Total participants

-4.3% from 2016

Average account balance

$43,182

+41.4% from 2016

Annual return

17.27%

+15.02 pp from 2016

Benchmarks

See 114,334 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,334 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.92M

Not enough data

1 years with asset history on file

Average account balance

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

$195K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+15.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5754

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 codes2E2G2J2T3D

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.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$865

$124 / participant

Other / not subdivided$865100.0%

% of EOY assets

0.091%

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

$43,182

$150,440-71.3%

$136,294-68.3%

$147,584-70.7%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

17.27%

1049.08%-1031.8pp

5155.94%-5138.7pp

578.55%-561.3pp

Employer contribution / active EE

$8,352

$5,256+58.9%

$4,695+77.9%

$4,876+71.3%

Participant deferral / active EE

$9,836

$6,630+48.3%

$6,247+57.4%

$5,439+80.8%

Admin fee / account holder

$39

$10,905-99.6%

$9,243-99.6%

$10,885-99.6%

APPLICATION OBJECTS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APPLICATION OBJECTS, INC. 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