Retirement plan

COPELAND, MARTIN AND MARTIN PLLC PROFIT SHARING PLAN

Name: COPELAND, MARTIN AND MARTIN PLLC - COPELAND, MARTIN AND MARTIN PLLC PROFIT SHARING PLAN (2016) Form 5500
Creator: COPELAND, MARTIN AND MARTIN PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COPELAND, MARTIN AND MARTIN PLLC PROFIT SHARING PLAN, COPELAND, MARTIN AND MARTIN PLLC

COPELAND, MARTIN AND MARTIN PLLCEIN 45-1188207Plan #001PY 2016

250 CHARDONNAY AVE - PROSSER, WA 99350509-781-6600

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$268K

+28.7% from 2015

Total participants

+33.3% from 2015

Average account balance

$44,727

+28.7% from 2015

Annual return

4.92%

+6.73 pp from 2015

Benchmarks

See 109,104 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,104 peers

Snapshot2016

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.06M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+9.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 codes3D2E2F2G2J2T

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$127 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.379%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$44,727

$181,894-75.4%

$156,549-71.4%

$273,961-83.7%

Participation rate

75.0%

88.4%-13.4pp

84.0%-9.0pp

83.0%-8.0pp

Annual return

4.92%

30.74%-25.8pp

32.23%-27.3pp

41.45%-36.5pp

Employer contribution / active EE

$1,786

$6,248-71.4%

$5,501-67.5%

$4,869-63.3%

Participant deferral / active EE

$4,529

$5,550-18.4%

$4,871-7.0%

$5,287-14.3%

Admin fee / account holder

$170

$15,559-98.9%

$13,027-98.7%

$10,132-98.3%

COPELAND, MARTIN AND MARTIN PLLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COPELAND, MARTIN AND MARTIN PLLC 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