Retirement plan

JAMES F. AMBROSE, P.C. PROFIT SHARING 401(K) PLAN

Name: JAMES F. AMBROSE, P.C. - JAMES F. AMBROSE, P.C. PROFIT SHARING 401(K) PLAN (2016) Form 5500
Creator: JAMES F. AMBROSE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAMES F. AMBROSE, P.C. PROFIT SHARING 401(K) PLAN, JAMES F. AMBROSE, P.C.

JAMES F. AMBROSE, P.C.EIN 46-0543902Plan #001PY 2016

1 SW COLUMBIA ST STE 850 - PORTLAND, OR 972582032503-228-2211

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$277K

+33.3% from 2015

Total participants

+33.3% from 2015

Average account balance

$34,670

-0.1% from 2015

Annual return

18.41%

+15.30 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

$581K

Not enough data

1 years with asset history on file

Average account balance

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

$145K

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.

Not enough data

0 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

+26.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2R

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.

Opportunity flags

0 tripped

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

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

$34,670

$135,956-74.5%

$123,894-72.0%

$273,972-87.3%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

18.41%

56.63%-38.2pp

47.52%-29.1pp

41.46%-23.0pp

Employer contribution / active EE

$3,089

$5,170-40.3%

$4,617-33.1%

$4,869-36.6%

Participant deferral / active EE

$17,289

$6,343+172.6%

$5,984+188.9%

$5,287+227.0%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

JAMES F. AMBROSE, P.C. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JAMES F. AMBROSE, P.C. PROFIT SHARING 401(K) 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