Retirement plan

DRS. ROBBINS & ZIRKLE, PARTNERS PROFIT SHARING RETIREMENT PLAN

Name: ROBBINS & ZIRKLE, LLC - DRS. ROBBINS & ZIRKLE, PARTNERS PROFIT SHARING RETIREMENT PLAN (2021) Form 5500
Creator: ROBBINS & ZIRKLE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DRS. ROBBINS & ZIRKLE, PARTNERS PROFIT SHARING RETIREMENT PLAN, ROBBINS & ZIRKLE, LLC

ROBBINS & ZIRKLE, LLCEIN 35-6265602Plan #002PY 2021

610 W 38TH STREET - MARION, IN 46953765-674-7525

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

+19.8% from 2020

Total participants

0.0% from 2020

Average account balance

$311,144

+19.8% from 2020

Annual return

17.68%

+1.74 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$912K

Not enough data

1 years with asset history on file

Average account balance

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

$304K

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

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+14.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$617

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 codes2E2F2G2J2R

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

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$311,144

$217,432+43.1%

$185,851+67.4%

$167,553+85.7%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

17.68%

148.43%-130.8pp

122.11%-104.4pp

478.89%-461.2pp

Employer contribution / active EE

$1,237

$5,874-78.9%

$5,168-76.1%

$4,840-74.4%

Participant deferral / active EE

$4,390

$6,357-30.9%

$5,569-21.2%

$6,343-30.8%

Admin fee / account holder

$19,820-100.0%

$16,245-100.0%

$12,316-100.0%

DRS. ROBBINS & ZIRKLE, PARTNERS PROFIT SHARING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DRS. ROBBINS & ZIRKLE, PARTNERS PROFIT SHARING RETIREMENT 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