Retirement plan

CURASI REALTY 401(K) PROFIT SHARING PLAN AND TRUST

Name: ERA CURASI REALTY - CURASI REALTY 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: ERA CURASI REALTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CURASI REALTY 401(K) PROFIT SHARING PLAN AND TRUST, ERA CURASI REALTY

ERA CURASI REALTYEIN 37-1445456Plan #001PY 2016

1060 STATE ROUTE 17K - MONTGOMERY, NY 125492255845-457-9174curasirealty.comLinkedIn51-200 employeesreal estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$264K

+108.6% from 2015

Total participants

+16.7% from 2015

Average account balance

$44,042

+39.1% from 2015

Annual return

66.19%

+82.08 pp from 2015

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

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

$132K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+9.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$298

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

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

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

$44,042

$215,361-79.5%

$171,082-74.3%

$273,972-83.9%

Participation rate

80.0%

82.0%-2.0pp

76.7%+3.3pp

83.0%-3.0pp

Annual return

66.19%

25.14%+41.1pp

32.56%+33.6pp

41.46%+24.7pp

Employer contribution / active EE

$3,302

$4,967-33.5%

$4,002-17.5%

$4,869-32.2%

Participant deferral / active EE

$7,448

$5,543+34.4%

$4,797+55.3%

$5,287+40.9%

Admin fee / account holder

$10,846-100.0%

$8,520-100.0%

$10,133-100.0%

CURASI REALTY 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CURASI REALTY 401(K) PROFIT SHARING PLAN AND TRUST

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