Retirement plan

SCHAD, LINDSTRAND & SCHUTH LTD PROFIT SHARING AND

Name: SCHAD, LINDSTRAND & SCHUTH, LTD. - SCHAD, LINDSTRAND & SCHUTH LTD PROFIT SHARING AND (2016) Form 5500
Creator: SCHAD, LINDSTRAND & SCHUTH, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCHAD, LINDSTRAND & SCHUTH LTD PROFIT SHARING AND, SCHAD, LINDSTRAND & SCHUTH, LTD.

SCHAD, LINDSTRAND & SCHUTH, LTD.EIN 41-1465735Plan #001PY 2016

1721 10TH STREET EAST - GLENCOE, MN 55336320-864-6166slscpa.comLinkedIn11-50 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.7M

+17.1% from 2015

Total participants

0.0% from 2015

Average account balance

$145,259

+17.1% from 2015

Annual return

6.85%

+9.22 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.54M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

121.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$125K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+7.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17024

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 codes2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$294 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.202%

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

$145,259

$135,956+6.8%

$123,894+17.2%

$273,972-47.0%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

6.85%

56.63%-49.8pp

47.52%-40.7pp

41.46%-34.6pp

Employer contribution / active EE

$3,826

$5,170-26.0%

$4,617-17.1%

$4,869-21.4%

Participant deferral / active EE

$8,882

$6,343+40.0%

$5,984+48.4%

$5,287+68.0%

Admin fee / account holder

$294

$9,817-97.0%

$8,357-96.5%

$10,133-97.1%

SCHAD, LINDSTRAND & SCHUTH LTD PROFIT SHARING AND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCHAD, LINDSTRAND & SCHUTH LTD PROFIT SHARING AND

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