Retirement plan

KORNFELD AND LEVY CPAS 401 K RETIREMENT SAVINGS PLAN

Name: KORNFELD AND LEVY CPAS - KORNFELD AND LEVY CPAS 401 K RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: KORNFELD AND LEVY CPAS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KORNFELD AND LEVY CPAS 401 K RETIREMENT SAVINGS PLAN, KORNFELD AND LEVY CPAS

KORNFELD AND LEVY CPASEIN 33-0578780Plan #002PY 2015

2067 FIRST AVENUE - SAN DIEGO, CA 92101619-563-8000

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.8M

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

-0.91%

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

$3.32M

Not enough data

1 years with asset history on file

Average account balance

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

$276K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$168K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+5.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1372

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 codes2E2G2J2R

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

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$423K

$70527 / participant

Other / not subdivided$423K100.0%

% of EOY assets

15.376%

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

$127,387-100.0%

$115,038-100.0%

$125,389-100.0%

Participation rate

0.0%

84.2%-84.2pp

81.4%-81.4pp

83.2%-83.2pp

Annual return

-0.91%

31.28%-32.2pp

26.14%-27.0pp

282.24%-283.1pp

Employer contribution / active EE

$15,212

$5,166+194.5%

$4,608+230.1%

$4,866+212.6%

Participant deferral / active EE

$9,315

$6,423+45.0%

$6,026+54.6%

$5,352+74.1%

Admin fee / account holder

$9,516-100.0%

$8,175-100.0%

$9,541-100.0%

KORNFELD AND LEVY CPAS 401 K RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KORNFELD AND LEVY CPAS 401 K RETIREMENT SAVINGS 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