Retirement plan

H & S ACCOUNTANCY CORPORATION PROFIT SHARING 401(K) PLAN

Name: H & S ACCOUNTANCY CORPORATION - H & S ACCOUNTANCY CORPORATION PROFIT SHARING 401(K) PLAN (2022) Form 5500
Creator: H & S ACCOUNTANCY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H & S ACCOUNTANCY CORPORATION PROFIT SHARING 401(K) PLAN, H & S ACCOUNTANCY CORPORATION

H & S ACCOUNTANCY CORPORATIONEIN 46-2142871Plan #001PY 2022

8632 VALLEY BLVD STE Q - ROSEMEAD, CA 917701740626-872-0152

Other plans on this EIN

1 filing

#002Retirement-$230K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$76K

+155.7% from 2021

Total participants

+100.0% from 2021

Average account balance

$18,961

+27.9% from 2021

Annual return

-0.31%

-0.31 pp from 2021

Benchmarks

See 133,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,909 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$163K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

-6.60%

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 codes2E2J

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.

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

$18,961

$138,078-86.3%

$125,363-84.9%

$134,509-85.9%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-0.31%

750.49%-750.8pp

572.15%-572.5pp

418.13%-418.4pp

Employer contribution / active EE

$2,920

$5,245-44.3%

$4,815-39.4%

$4,741-38.4%

Participant deferral / active EE

$8,650

$7,800+10.9%

$7,447+16.2%

$6,400+35.1%

Admin fee / account holder

$11,566-100.0%

$10,005-100.0%

$11,427-100.0%

H & S ACCOUNTANCY CORPORATION PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

H & S ACCOUNTANCY CORPORATION 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