Retirement plan

NEBRASKA ASSOCIATION OF COUNTY OFFICIALS 401K PROFIT SHARING PLAN

Name: NEBRASKA ASSOCIATION OF COUNTY OFFICIALS - NEBRASKA ASSOCIATION OF COUNTY OFFICIALS 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: NEBRASKA ASSOCIATION OF COUNTY OFFICIALS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEBRASKA ASSOCIATION OF COUNTY OFFICIALS 401K PROFIT SHARING PLAN, NEBRASKA ASSOCIATION OF COUNTY OFFICIALS

NEBRASKA ASSOCIATION OF COUNTY OFFICIALSEIN 47-0522159Plan #001PY 2017

1335 H STREET - LINCOLN, NE 68508402-434-5660nebraskacounties.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$908K

+27.8% from 2016

Total participants

0.0% from 2016

Average account balance

$151,334

+49.1% from 2016

Annual return

17.97%

+22.48 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.91M

Not enough data

1 years with asset history on file

Average account balance

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

$173K

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.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$141K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+14.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1400

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 codes2E2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$163 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.126%

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

$151,334

$99,011+52.8%

$86,582+74.8%

$147,586+2.5%

Participation rate

85.7%

76.3%+9.4pp

73.5%+12.2pp

82.8%+2.9pp

Annual return

17.97%

1312.75%-1294.8pp

965.08%-947.1pp

578.59%-560.6pp

Employer contribution / active EE

$3,728

$3,132+19.0%

$2,839+31.3%

$4,876-23.5%

Participant deferral / active EE

$6,369

$3,972+60.3%

$3,609+76.5%

$5,439+17.1%

Admin fee / account holder

$190

$5,709-96.7%

$4,904-96.1%

$10,886-98.3%

NEBRASKA ASSOCIATION OF COUNTY OFFICIALS 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEBRASKA ASSOCIATION OF COUNTY OFFICIALS 401K PROFIT SHARING 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