Retirement plan

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

Name: SMITH & BOUCHER, INC. - SMITH & BOUCHER, INC. 401(K) PROFIT SHARING PLAN (2017) 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 2017

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

Other plans on this EIN

1 filing

#001Retirement-$3.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.5M

+16.1% from 2016

Total participants

+13.5% from 2016

Average account balance

$116,704

+3.7% from 2016

Annual return

14.50%

+12.61 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$490K

$13250 / participant

Other / not subdivided$490K100.0%

% of EOY assets

7.501%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$116,704

$85,766+36.1%

$136,294-14.4%

$70,131+66.4%

Participation rate

91.9%

74.2%+17.7pp

81.9%+10.0pp

69.5%+22.4pp

Annual return

14.50%

31.45%-17.0pp

5155.94%-5141.4pp

73.14%-58.6pp

Employer contribution / active EE

$7,614

$2,966+156.7%

$4,695+62.2%

$2,342+225.1%

Participant deferral / active EE

$8,118

$5,051+60.7%

$6,247+29.9%

$3,332+143.7%

Admin fee / account holder

$8,755

$5,420+61.5%

$9,243-5.3%

$4,645+88.5%

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