Retirement plan

GREENSFELDER, HEMKER & GALE, P.C. PROFIT-SHARING AND 401(K) PLAN

Name: GREENSFELDER, HEMKER & GALE, P.C. - GREENSFELDER, HEMKER & GALE, P.C. PROFIT-SHARING AND 401(K) PLAN (2018) Form 5500
Creator: GREENSFELDER, HEMKER & GALE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENSFELDER, HEMKER & GALE, P.C. PROFIT-SHARING AND 401(K) PLAN, GREENSFELDER, HEMKER & GALE, P.C.

GREENSFELDER, HEMKER & GALE, P.C.EIN 43-1313567Plan #002PY 2018

10 SOUTH BROADWAY, SUITE 2000 - ST. LOUIS, MO 63102314-241-9090greensfelder.comLinkedIn201-500 employeeslaw practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$59.2M

-3.4% from 2017

Total participants

324

+0.6% from 2017

Average account balance

$182,757

+79.2% from 2017

Annual return

-5.45%

-18.42 pp from 2017

Benchmarks

See 5,340 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,340 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-94.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$9K

$40 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.015%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KIEFER BONFANTI & CO. LLP
Auditor EIN: 431061959
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$182,757

$73,102+150.0%

$123,553+47.9%

$56,289+224.7%

Participation rate

100.0%

74.3%+25.7pp

82.3%+17.7pp

69.9%+30.1pp

Annual return

-5.45%

3.01%-8.5pp

119.21%-124.7pp

-9.96%+4.5pp

Employer contribution / active EE

$9,441

$2,977+217.1%

$4,628+104.0%

$2,111+347.2%

Participant deferral / active EE

$10,037

$5,423+85.1%

$6,426+56.2%

$3,350+199.6%

Admin fee / account holder

$28

$554-95.0%

$9,284-99.7%

$521-94.7%

GREENSFELDER, HEMKER & GALE, P.C. PROFIT-SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREENSFELDER, HEMKER & GALE, P.C. PROFIT-SHARING AND 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