Retirement plan

POGUE LAW FIRM, LLC 401(K) PLAN

Name: POGUE LAW FIRM, LLC - POGUE LAW FIRM, LLC 401(K) PLAN (2019) Form 5500
Creator: POGUE LAW FIRM, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POGUE LAW FIRM, LLC 401(K) PLAN, POGUE LAW FIRM, LLC

POGUE LAW FIRM, LLCEIN 37-1835545Plan #001PY 2019

810 SYCAMORE STREET, 2ND FLOOR - CINCINNATI, OH 45202513-549-4420

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$279K

No prior year

Total participants

No prior year

Average account balance

$278,826

No prior year

Annual return

31.67%

No prior year

Benchmarks

See 119,339 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,339 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$661K

Not enough data

1 years with asset history on file

Average account balance

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

$661K

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.

33.3%

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

+18.49%

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 codes2E2J2F2G2R3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$278,826

$157,296+77.3%

$141,191+97.5%

$152,897+82.4%

Participation rate

33.3%

84.8%-51.5pp

82.5%-49.1pp

Annual return

31.67%

64.34%-32.7pp

71.41%-39.7pp

345.43%-313.8pp

Employer contribution / active EE

$8,833

$5,262+67.9%

$4,736+86.5%

$4,764+85.4%

Participant deferral / active EE

$7,111-100.0%

$6,710-100.0%

$5,851-100.0%

Admin fee / account holder

$12,125-100.0%

$10,264-100.0%

$11,599-100.0%

POGUE LAW FIRM, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

POGUE LAW FIRM, LLC 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