Retirement plan

FOSSE & ASSOCIATES ARCHITECTS, INC. PROFIT SHARING PLAN

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

FOSSE & ASSOCIATES ARCHITECTS, INC.EIN 35-1182808Plan #001PY 2020

201 NW FOURTH ST, SUITE 100 - EVANSVILLE, IN 47708812-424-3516fosse-arch.comLinkedIn1-10 employeesarchitecture & planning

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$553K

+10.2% from 2019

Total participants

0.0% from 2019

Average account balance

$138,262

+10.2% from 2019

Annual return

2.54%

-1.04 pp from 2019

Benchmarks

See 120,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,756 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$231K

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+2.57%

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

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 codes2E2F2G2J2T

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$138,262

$165,381-16.4%

$149,730-7.7%

$158,966-13.0%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

2.54%

348.29%-345.8pp

276.70%-274.2pp

302.95%-300.4pp

Employer contribution / active EE

$2,323

$5,104-54.5%

$4,645-50.0%

$4,762-51.2%

Participant deferral / active EE

$7,336

$7,182+2.1%

$6,843+7.2%

$5,983+22.6%

Admin fee / account holder

$10,809-100.0%

$9,310-100.0%

$11,250-100.0%

FOSSE & ASSOCIATES ARCHITECTS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FOSSE & ASSOCIATES ARCHITECTS, INC. 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