Retirement plan

ABERTHAW ARCHITECTURAL DESIGNS, D.P.C. 401K PENSION PLAN

Name: ABERTHAW ARCHITECTURAL DESIGNS, D.P.C. - ABERTHAW ARCHITECTURAL DESIGNS, D.P.C. 401K PENSION PLAN (2022) Form 5500
Creator: ABERTHAW ARCHITECTURAL DESIGNS, D.P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABERTHAW ARCHITECTURAL DESIGNS, D.P.C. 401K PENSION PLAN, ABERTHAW ARCHITECTURAL DESIGNS, D.P.C.

ABERTHAW ARCHITECTURAL DESIGNS, D.P.C.EIN 46-2350295Plan #001PY 2022

248 EAST AVENUE - ROCHESTER, NY 14604585-454-5101

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$320K

+0.8% from 2021

Total participants

0.0% from 2021

Average account balance

No prior year

Annual return

-9.93%

-21.65 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

$458K

Not enough data

1 years with asset history on file

Average account balance

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

$229K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

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

$19K

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

+9.44%

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 codes2N2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2N
Code section 408 accounts and annuities
Pension plan utilizing Code section 408 individual retirement accounts or annuities as the funding vehicle for providing benefits.
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

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

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

$138,102-100.0%

$125,381-100.0%

$134,532-100.0%

Participation rate

0.0%

84.5%-84.5pp

82.4%-82.4pp

81.2%-81.2pp

Annual return

-9.93%

750.73%-760.7pp

572.31%-582.2pp

418.27%-428.2pp

Employer contribution / active EE

$3,978

$5,245-24.2%

$4,815-17.4%

$4,741-16.1%

Participant deferral / active EE

$13,043

$7,801+67.2%

$7,448+75.1%

$6,401+103.8%

Admin fee / account holder

$11,568-100.0%

$10,007-100.0%

$11,429-100.0%

ABERTHAW ARCHITECTURAL DESIGNS, D.P.C. 401K PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ABERTHAW ARCHITECTURAL DESIGNS, D.P.C. 401K PENSION 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