Retirement plan

21ST CENTURY FINANCIAL PLANNERS, INC. PROFIT SHARING/401(K) PLAN

Name: 21ST CENTURY FINANCIAL PLANNERS, INC. C/O CARNOW AND ASSOCIATES, LTD. - 21ST CENTURY FINANCIAL PLANNERS, INC. PROFIT SHARING/401(K) PLAN (2020) Form 5500
Creator: 21ST CENTURY FINANCIAL PLANNERS, INC. C/O CARNOW AND ASSOCIATES, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 21ST CENTURY FINANCIAL PLANNERS, INC. PROFIT SHARING/401(K) PLAN, 21ST CENTURY FINANCIAL PLANNERS, INC. C/O CARNOW AND ASSOCIATES, LTD.

21ST CENTURY FINANCIAL PLANNERS, INC. C/O CARNOW AND ASSOCIATES, LTD.EIN 36-3148189Plan #002PY 2020

778 FRONTAGE ROAD, SUITE 101 - NORTHFIELD, IL 60093847-501-4622

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$692K

+13.1% from 2019

Total participants

0.0% from 2019

Average account balance

$230,816

+13.1% from 2019

Annual return

-0.32%

-5.33 pp from 2019

Benchmarks

See 16,000 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,000 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$908K

Not enough data

1 years with asset history on file

Average account balance

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

$303K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$737

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 codes2E2J3D

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.
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 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

$230,816

$228,395+1.1%

$185,861+24.2%

$158,982+45.2%

Participation rate

100.0%

82.3%+17.7pp

78.0%+22.0pp

82.0%+18.0pp

Annual return

-0.32%

40.82%-41.1pp

35.96%-36.3pp

302.99%-303.3pp

Employer contribution / active EE

$15,000

$4,968+202.0%

$4,088+266.9%

$4,763+214.9%

Participant deferral / active EE

$26,000

$6,417+305.2%

$5,634+361.5%

$5,983+334.5%

Admin fee / account holder

$11,869-100.0%

$9,503-100.0%

$11,252-100.0%

21ST CENTURY FINANCIAL PLANNERS, INC. PROFIT SHARING/401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

21ST CENTURY FINANCIAL PLANNERS, INC. PROFIT SHARING/401(K) 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