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 (2018) 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.dba JAMES F. AMBROSE, P.C.EIN 46-0543902Plan #001PY 2018

1 SW COLUMBIA ST STE 1625 - PORTLAND, OR 972582021503-228-2211

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$368K

+16.7% from 2017

Total participants

-12.5% from 2017

Average account balance

$52,538

+33.4% from 2017

Annual return

8.17%

-6.22 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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.

Expense breakdown

Schedule H Part II

Admin total

$2K

$634 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.517%

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

$52,538

$138,076-61.9%

$123,553-57.5%

$135,380-61.2%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

8.17%

153.70%-145.5pp

119.21%-111.0pp

519.81%-511.6pp

Employer contribution / active EE

$4,194

$5,152-18.6%

$4,628-9.4%

$4,779-12.2%

Participant deferral / active EE

$5,419

$6,800-20.3%

$6,426-15.7%

$5,609-3.4%

Admin fee / account holder

$272

$10,917-97.5%

$9,284-97.1%

$10,828-97.5%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

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