Retirement plan

WALTHER, ANTEL & STAMPER, P.C. RESTATED PROFIT SHARING PLAN

Name: WALTHER, ANTEL & STAMPER, P.C. - WALTHER, ANTEL & STAMPER, P.C. RESTATED PROFIT SHARING PLAN (2016) Form 5500
Creator: WALTHER, ANTEL & STAMPER, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WALTHER, ANTEL & STAMPER, P.C. RESTATED PROFIT SHARING PLAN, WALTHER, ANTEL & STAMPER, P.C.

WALTHER, ANTEL & STAMPER, P.C.EIN 43-1549257Plan #001PY 2016

700 E. CHERRY STREET, P.O. BOX 7686 - COLUMBIA, MO 65205573-442-2454wasf-law.comLinkedIn1-10 employeeslegal services

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

+11.7% from 2015

Total participants

0.0% from 2015

Average account balance

$588,442

+11.7% from 2015

Annual return

11.01%

+13.81 pp from 2015

Benchmarks

See 113,088 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,088 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.86M

Not enough data

1 years with asset history on file

Average account balance

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

$811K

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.

150.0%

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

+12.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17404

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 codes2E3D2G2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$22K

$4312 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.733%

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

$588,442

$135,954+332.8%

$123,893+375.0%

$273,968+114.8%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

11.01%

56.63%-45.6pp

47.52%-36.5pp

41.45%-30.4pp

Employer contribution / active EE

$8,000

$5,170+54.8%

$4,617+73.3%

$4,869+64.3%

Participant deferral / active EE

$6,343-100.0%

$5,984-100.0%

$5,287-100.0%

Admin fee / account holder

$4,312

$9,817-56.1%

$8,357-48.4%

$10,132-57.4%

WALTHER, ANTEL & STAMPER, P.C. RESTATED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WALTHER, ANTEL & STAMPER, P.C. RESTATED 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