Retirement plan

CURASI REALTY 401(K) PROFIT SHARING PLAN

Name: CURASI REALTY, INC. - CURASI REALTY 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: CURASI REALTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CURASI REALTY 401(K) PROFIT SHARING PLAN, CURASI REALTY, INC.

CURASI REALTY, INC.EIN 37-1445456Plan #001PY 2018

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)

$496K

+27.5% from 2017

Total participants

+28.6% from 2017

Average account balance

$62,021

-4.3% from 2017

Annual return

0.66%

-18.96 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.55M

Not enough data

1 years with asset history on file

Average account balance

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

$258K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

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

+13.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3085

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

$62,021

$211,946-70.7%

$169,452-63.4%

$135,382-54.2%

Participation rate

75.0%

82.6%-7.6pp

77.8%-2.8pp

82.6%-7.6pp

Annual return

0.66%

3.26%-2.6pp

1.83%-1.2pp

519.77%-519.1pp

Employer contribution / active EE

$15,190

$5,117+196.8%

$4,157+265.4%

$4,779+217.9%

Participant deferral / active EE

$10,957

$6,075+80.3%

$5,277+107.6%

$5,609+95.3%

Admin fee / account holder

$11,472-100.0%

$9,110-100.0%

$10,829-100.0%

CURASI REALTY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CURASI REALTY 401(K) 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