Retirement plan

SCOTT HEINBUCH ACCOUNTANT, INC 401(K) PLAN

Name: SCOTT HEINBUCH ACCOUNTANT, INC. - SCOTT HEINBUCH ACCOUNTANT, INC 401(K) PLAN (2020) Form 5500
Creator: SCOTT HEINBUCH ACCOUNTANT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCOTT HEINBUCH ACCOUNTANT, INC 401(K) PLAN, SCOTT HEINBUCH ACCOUNTANT, INC.

SCOTT HEINBUCH ACCOUNTANT, INC.EIN 39-1636064Plan #001PY 2020

PO BOX 176 - GLENWOOD CITY, WI 540130176LinkedIn1-10 employeestelecommunications

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$710K

+46.7% from 2019

Total participants

0.0% from 2019

Average account balance

$118,402

+46.7% from 2019

Annual return

20.77%

-19.47 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$774K

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

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

+7.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67937

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.

Expense breakdown

Schedule H Part II

Admin total

$30

$5 / participant

Other / not subdivided$30100.0%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$118,402

$100,938+17.3%

$90,461+30.9%

$158,982-25.5%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

20.77%

1727.20%-1706.4pp

1294.76%-1274.0pp

302.99%-282.2pp

Employer contribution / active EE

$2,378

$3,691-35.6%

$3,264-27.2%

$4,763-50.1%

Participant deferral / active EE

$18,556

$4,350+326.6%

$3,964+368.1%

$5,983+210.1%

Admin fee / account holder

$6,510-99.9%

$5,617-99.9%

$11,252-100.0%

SCOTT HEINBUCH ACCOUNTANT, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCOTT HEINBUCH ACCOUNTANT, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion