Retirement plan

KESSLER LISCIA GONZALEZ & TIMMS CPAS PLLC 401K PLAN

Name: KESSLER LISCIA GONZALEZ & TIMMS CPAS PLLC - KESSLER LISCIA GONZALEZ & TIMMS CPAS PLLC 401K PLAN (2017) Form 5500
Creator: KESSLER LISCIA GONZALEZ & TIMMS CPAS PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KESSLER LISCIA GONZALEZ & TIMMS CPAS PLLC 401K PLAN, KESSLER LISCIA GONZALEZ & TIMMS CPAS PLLC

KESSLER LISCIA GONZALEZ & TIMMS CPAS PLLCEIN 46-4216388Plan #001PY 2017

910 MIDDLE COUNTRY RD STE 2 - SELDEN, NY 117842541631-732-7575kesslerliscia.comLinkedIn1-10 employeesaccounting

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.3M

+19.4% from 2016

Total participants

0.0% from 2016

Average account balance

$408,108

+19.4% from 2016

Annual return

13.76%

+7.60 pp from 2016

Benchmarks

See 114,326 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,326 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.75M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$172K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+15.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9100

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 codes2E2F2J3B3D3H

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).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$408,108

$150,445+171.3%

$136,297+199.4%

$147,585+176.5%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

13.76%

1049.14%-1035.4pp

5156.16%-5142.4pp

578.57%-564.8pp

Employer contribution / active EE

$6,527

$5,256+24.2%

$4,696+39.0%

$4,876+33.8%

Participant deferral / active EE

$12,871

$6,631+94.1%

$6,247+106.0%

$5,439+136.7%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,885-100.0%

KESSLER LISCIA GONZALEZ & TIMMS CPAS PLLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KESSLER LISCIA GONZALEZ & TIMMS CPAS PLLC 401K 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