Retirement plan

JIRAN ARCHITECTS AND PLANNERS, PC EMPLOYEES' PROFIT SHARING PLAN

Name: JIRAN ARCHITECTS & PLANNERS, P.C. - JIRAN ARCHITECTS AND PLANNERS, PC EMPLOYEES' PROFIT SHARING PLAN (2017) Form 5500
Creator: JIRAN ARCHITECTS & PLANNERS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JIRAN ARCHITECTS AND PLANNERS, PC EMPLOYEES' PROFIT SHARING PLAN, JIRAN ARCHITECTS & PLANNERS, P.C.

JIRAN ARCHITECTS & PLANNERS, P.C.EIN 45-0366131Plan #002PY 2017

P.O. BOX 5015 - BISMARCK, ND 585025015701-258-7771jiranpc.comLinkedIn1-10 employeesarchitecture & planning

Other plans on this EIN

1 filing

#001Retirement-$116 assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$629K

+382.2% from 2016

Total participants

0.0% from 2016

Average account balance

$209,607

+382.2% from 2016

Annual return

381.28%

+377.28 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$995K

Not enough data

1 years with asset history on file

Average account balance

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

$498K

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

$1K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$600

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

+18.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$80272

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 codes2E2G2J2F2R

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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$209,607

$150,442+39.3%

$136,295+53.8%

$147,585+42.0%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

381.28%

1049.09%-667.8pp

5155.97%-4774.7pp

578.56%-197.3pp

Employer contribution / active EE

$600

$5,256-88.6%

$4,695-87.2%

$4,876-87.7%

Participant deferral / active EE

$6,630-100.0%

$6,247-100.0%

$5,439-100.0%

Admin fee / account holder

$10,905-100.0%

$9,243-100.0%

$10,885-100.0%

JIRAN ARCHITECTS AND PLANNERS, PC EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JIRAN ARCHITECTS AND PLANNERS, PC EMPLOYEES' PROFIT SHARING 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