Retirement plan

COHEN ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST

Name: COHEN & ASSOCIATES LLC - COHEN ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: COHEN & ASSOCIATES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COHEN ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST, COHEN & ASSOCIATES LLC

COHEN & ASSOCIATES LLCEIN 46-1447336Plan #001PY 2017

151 TREMONT ST PH - BOSTON, MA 02111617-542-2122cohenassoc.comLinkedIn11-50 employeesaccounting

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$985K

+33.1% from 2016

Total participants

+10.0% from 2016

Average account balance

$46,920

+20.5% from 2016

Annual return

23.96%

+14.90 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.41M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$158

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 codes2E2F2G2J2T3D

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$99 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.131%

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

$46,920

$150,447-68.8%

$136,298-65.6%

$147,586-68.2%

Participation rate

92.3%

84.4%+7.9pp

81.9%+10.4pp

82.8%+9.5pp

Annual return

23.96%

1049.15%-1025.2pp

5156.27%-5132.3pp

578.59%-554.6pp

Employer contribution / active EE

$1,682

$5,256-68.0%

$4,696-64.2%

$4,876-65.5%

Participant deferral / active EE

$3,637

$6,631-45.2%

$6,247-41.8%

$5,439-33.1%

Admin fee / account holder

$62

$10,906-99.4%

$9,244-99.3%

$10,886-99.4%

COHEN ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COHEN ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST

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