Retirement plan

STEBNER GERTLER GUADAGNI & KAWAMOTO PROFIT SHARING/401K PLAN

Name: STEBNER GERTLER GUADAGNI & KAWAMOTO, A PROFESSIONAL LAW CORPORATION - STEBNER GERTLER GUADAGNI & KAWAMOTO PROFIT SHARING/401K PLAN (2022) Form 5500
Creator: STEBNER GERTLER GUADAGNI & KAWAMOTO, A PROFESSIONAL LAW CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEBNER GERTLER GUADAGNI & KAWAMOTO PROFIT SHARING/401K PLAN, STEBNER GERTLER GUADAGNI & KAWAMOTO, A PROFESSIONAL LAW CORPORATION

STEBNER GERTLER GUADAGNI & KAWAMOTO, A PROFESSIONAL LAW CORPORATIONEIN 45-4226898Plan #001PY 2022

870 MARKET STREET, SUITE 1285 - SAN FRANCISCO, CA 94102415-362-9800

Other plans on this EIN

1 filing

#002Retirement-$3.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

-9.7% from 2021

Total participants

0.0% from 2021

Average account balance

$92,889

-9.7% from 2021

Annual return

-19.30%

-26.59 pp from 2021

Benchmarks

See 133,872 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,872 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.09M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

154.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$198K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+8.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7827

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 codes2E2J2R3D

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$10K

$911 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.674%

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

$92,889

$138,102-32.7%

$125,381-25.9%

$134,532-31.0%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-19.30%

750.73%-770.0pp

572.31%-591.6pp

418.27%-437.6pp

Employer contribution / active EE

$3,785

$5,245-27.8%

$4,815-21.4%

$4,741-20.2%

Participant deferral / active EE

$10,551

$7,801+35.3%

$7,448+41.7%

$6,401+64.8%

Admin fee / account holder

$626

$11,568-94.6%

$10,007-93.7%

$11,429-94.5%

STEBNER GERTLER GUADAGNI & KAWAMOTO PROFIT SHARING/401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEBNER GERTLER GUADAGNI & KAWAMOTO PROFIT SHARING/401K 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