Retirement plan

SHEPARD, SMITH, KOHLMYER & HAND P.A. RETIREMENT PLAN

Name: SHEPARD, SMITH, KOHLMYER & HAND P.A. - SHEPARD, SMITH, KOHLMYER & HAND P.A. RETIREMENT PLAN (2019) Form 5500
Creator: SHEPARD, SMITH, KOHLMYER & HAND P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHEPARD, SMITH, KOHLMYER & HAND P.A. RETIREMENT PLAN, SHEPARD, SMITH, KOHLMYER & HAND P.A.

SHEPARD, SMITH, KOHLMYER & HAND P.A.EIN 32-0242557Plan #001PY 2019

2300 MAITLAND CENTER PKWY STE 100 - MAITLAND, FL 327517410407-622-1772shepardfirm.comLinkedIn11-50 employeeslaw practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

+28.5% from 2018

Total participants

-7.7% from 2018

Average account balance

$140,559

+28.5% from 2018

Annual return

20.60%

+26.71 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.62M

Not enough data

1 years with asset history on file

Average account balance

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

$218K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+11.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5012

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 codes2E2F2G2J2T3D

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$144

$13 / participant

Other / not subdivided$144100.0%

% of EOY assets

0.009%

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

$140,559

$157,304-10.6%

$141,197-0.5%

$152,909-8.1%

Participation rate

90.9%

84.8%+6.1pp

82.5%+8.4pp

82.5%+8.5pp

Annual return

20.60%

64.34%-43.7pp

71.41%-50.8pp

345.46%-324.9pp

Employer contribution / active EE

$3,075

$5,263-41.6%

$4,736-35.1%

$4,764-35.5%

Participant deferral / active EE

$5,534

$7,111-22.2%

$6,710-17.5%

$5,851-5.4%

Admin fee / account holder

$13

$12,126-99.9%

$10,265-99.9%

$11,601-99.9%

SHEPARD, SMITH, KOHLMYER & HAND P.A. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHEPARD, SMITH, KOHLMYER & HAND P.A. RETIREMENT 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