Retirement plan

FORDE-MCGOVERN & ASSOCIATES, INC., 401(K) PROFIT SHARING PLAN

Name: FORDE-MCGOVERN & ASSOCIATES, INC. - FORDE-MCGOVERN & ASSOCIATES, INC., 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: FORDE-MCGOVERN & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORDE-MCGOVERN & ASSOCIATES, INC., 401(K) PROFIT SHARING PLAN, FORDE-MCGOVERN & ASSOCIATES, INC.

FORDE-MCGOVERN & ASSOCIATES, INC.EIN 33-0671930Plan #003PY 2020

905 CALLE AMANECER, SUITE 160 - SAN CLEMENTE, CA 92673949-713-9098fordemcgovern.comLinkedIn11-50 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$738K

+76.4% from 2019

Total participants

0.0% from 2019

Average account balance

$105,427

+76.4% from 2019

Annual return

26.07%

+5.92 pp from 2019

Benchmarks

See 14,142 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,142 peers

Snapshot2020

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.57M

Not enough data

1 years with asset history on file

Average account balance

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

$322K

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

$167K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+16.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 8-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 codes2E2J2G3D

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.
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

$140

$20 / participant

Other / not subdivided$140100.0%

% of EOY assets

0.019%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$105,427

$109,327-3.6%

$89,391+17.9%

$158,922-33.7%

Participation rate

100.0%

74.3%+25.7pp

68.0%+32.0pp

82.0%+18.0pp

Annual return

26.07%

345.68%-319.6pp

245.62%-219.5pp

302.83%-276.8pp

Employer contribution / active EE

$16,474

$3,170+419.7%

$2,586+537.1%

$4,761+246.0%

Participant deferral / active EE

$13,605

$4,598+195.9%

$3,890+249.8%

$5,982+127.4%

Admin fee / account holder

$20

$6,153-99.7%

$4,881-99.6%

$11,246-99.8%

FORDE-MCGOVERN & ASSOCIATES, INC., 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORDE-MCGOVERN & ASSOCIATES, 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