Retirement plan

HERBERT WESTON ATTORNEY 401(K) PROFIT SHARING PLAN

Name: HERBERT WESTON, ATTORNEY AT LAW - HERBERT WESTON ATTORNEY 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: HERBERT WESTON, ATTORNEY AT LAW
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HERBERT WESTON ATTORNEY 401(K) PROFIT SHARING PLAN, HERBERT WESTON, ATTORNEY AT LAW

HERBERT WESTON, ATTORNEY AT LAWEIN 33-0522339Plan #001PY 2015

378 VISTA VILLAGE DR. - VISTA, CA 92083760-945-5535westoncriminallaw.comLinkedIn1-10 employeeslaw practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$741K

No prior year

Total participants

No prior year

Average account balance

$247,077

No prior year

Annual return

-0.07%

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

$1.98M

Not enough data

1 years with asset history on file

Average account balance

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

$659K

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

$21K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22823

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$247,077

$127,387+94.0%

$115,038+114.8%

$125,389+97.0%

Participation rate

66.7%

84.2%-17.5pp

81.4%-14.7pp

83.2%-16.5pp

Annual return

-0.07%

31.28%-31.3pp

26.14%-26.2pp

282.24%-282.3pp

Employer contribution / active EE

$2,345

$5,166-54.6%

$4,608-49.1%

$4,866-51.8%

Participant deferral / active EE

$5,050

$6,423-21.4%

$6,026-16.2%

$5,352-5.6%

Admin fee / account holder

$9,516-100.0%

$8,175-100.0%

$9,541-100.0%

HERBERT WESTON ATTORNEY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HERBERT WESTON ATTORNEY 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