Retirement plan

VINCENT P. TROY PROFIT SHARING 401(K) PLAN

Name: VINCENT P. TROY - VINCENT P. TROY PROFIT SHARING 401(K) PLAN (2015) Form 5500
Creator: VINCENT P. TROY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VINCENT P. TROY PROFIT SHARING 401(K) PLAN, VINCENT P. TROY

VINCENT P. TROYEIN 41-1758343Plan #002PY 2015

14852 TIMBERHILL RD. - MINNETONKA, MN 55345952-905-2220

Other plans on this EIN

1 filing

#003Retirement-$469K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$536K

No prior year

Total participants

No prior year

Average account balance

$267,844

No prior year

Annual return

20.55%

No prior year

Benchmarks

See 27,820 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort27,820 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$532K

Not enough data

1 years with asset history on file

Average account balance

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

$266K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+4.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7613

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 codes2E2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

1 tripped

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

$267,844

$140,592+90.5%

$123,105+117.6%

$125,389+113.6%

Participation rate

100.0%

88.2%+11.8pp

86.8%+13.2pp

83.2%+16.8pp

Annual return

20.55%

16.80%+3.8pp

13.22%+7.3pp

282.24%-261.7pp

Employer contribution / active EE

$3,899

$6,041-35.5%

$5,151-24.3%

$4,866-19.9%

Participant deferral / active EE

$12,000

$6,980+71.9%

$6,229+92.6%

$5,352+124.2%

Admin fee / account holder

$11,198-100.0%

$9,014-100.0%

$9,541-100.0%

VINCENT P. TROY PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VINCENT P. TROY PROFIT SHARING 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