Retirement plan

SAMUEL GOLDSTEIN, CPA, P.C. RETIREMENT PLAN

Name: SAMUEL GOLDSTEIN, CPA, P.C. - SAMUEL GOLDSTEIN, CPA, P.C. RETIREMENT PLAN (2016) Form 5500
Creator: SAMUEL GOLDSTEIN, CPA, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAMUEL GOLDSTEIN, CPA, P.C. RETIREMENT PLAN, SAMUEL GOLDSTEIN, CPA, P.C.

SAMUEL GOLDSTEIN, CPA, P.C.EIN 43-1496051Plan #001PY 2016

745 CRAIG ROAD, SUITE 302 - CREVE COEUR, MO 63141314-567-7878

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.7M

+26.7% from 2015

Total participants

0.0% from 2015

Average account balance

$825,778

+26.7% from 2015

Annual return

22.03%

+23.18 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

$3.40M

Not enough data

1 years with asset history on file

Average account balance

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

$3.4M

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

Not enough data

0 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

+11.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$82091

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

$825,778

$135,956+507.4%

$123,894+566.5%

$273,972+201.4%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

22.03%

56.63%-34.6pp

47.52%-25.5pp

41.46%-19.4pp

Employer contribution / active EE

$18,287

$5,170+253.7%

$4,617+296.1%

$4,869+275.6%

Participant deferral / active EE

$12,300

$6,343+93.9%

$5,984+105.5%

$5,287+132.6%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

SAMUEL GOLDSTEIN, CPA, P.C. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SAMUEL GOLDSTEIN, CPA, P.C. RETIREMENT 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