Retirement plan

SMITH & BOUCHER, INC. 401(K) PROFIT SHARING PLAN

Name: SMITH & BOUCHER, INC. - SMITH & BOUCHER, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: SMITH & BOUCHER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SMITH & BOUCHER, INC. 401(K) PROFIT SHARING PLAN, SMITH & BOUCHER, INC.

SMITH & BOUCHER, INC.EIN 43-1127208Plan #003PY 2016

25501 W VALLEY PARKWAY, SUITE 200 - OLATHE, KS 66061913-345-2127smithboucher.comLinkedIn11-50 employeesdesign

Other plans on this EIN

1 filing

#001Retirement-$2.9M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$5.6M

No prior year

Total participants

No prior year

Average account balance

$112,547

No prior year

Annual return

1.90%

No prior year

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.70M

Not enough data

1 years with asset history on file

Average account balance

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

$213K

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.

144.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$521K

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

+16.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6401

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 codes2E2F2G2J3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$123 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.088%

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

$112,547

$76,551+47.0%

$123,894-9.2%

$62,881+79.0%

Participation rate

95.0%

73.0%+22.0pp

81.4%+13.6pp

69.3%+25.7pp

Annual return

1.90%

18.68%-16.8pp

47.52%-45.6pp

20.14%-18.2pp

Employer contribution / active EE

$4,833

$2,882+67.7%

$4,617+4.7%

$2,281+111.9%

Participant deferral / active EE

$6,691

$4,840+38.3%

$5,984+11.8%

$3,203+108.9%

Admin fee / account holder

$98

$4,826-98.0%

$8,357-98.8%

$4,296-97.7%

SMITH & BOUCHER, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SMITH & BOUCHER, INC. 401(K) PROFIT SHARING 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