Retirement plan

BRODKEY PEEBLES BELMONT & LINE LLP 401(K) SAFE HARBOR PLAN

Name: BRODKEY PEEBLES BELMONT & LINE LLP LLP - BRODKEY PEEBLES BELMONT & LINE LLP 401(K) SAFE HARBOR PLAN (2016) Form 5500
Creator: BRODKEY PEEBLES BELMONT & LINE LLP LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRODKEY PEEBLES BELMONT & LINE LLP 401(K) SAFE HARBOR PLAN, BRODKEY PEEBLES BELMONT & LINE LLP LLP

BRODKEY PEEBLES BELMONT & LINE LLP LLPEIN 47-0772450Plan #002PY 2016

100 FIRST WESTROADS BANK BUILDING, 10855 WEST DODGE ROAD - OMAHA, NE 681542666402-397-2000bcplaw.comLinkedIn11-50 employeeslaw practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$715K

+25.0% from 2015

Total participants

+41.7% from 2015

Average account balance

$47,635

+0.0% from 2015

Annual return

13.37%

+18.31 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.82M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

86.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$171K

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

+17.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3537

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

$3K

$231 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.420%

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

$47,635

$135,956-65.0%

$123,894-61.6%

$273,972-82.6%

Participation rate

84.6%

84.1%+0.6pp

81.4%+3.2pp

83.0%+1.6pp

Annual return

13.37%

56.63%-43.3pp

47.52%-34.1pp

41.46%-28.1pp

Employer contribution / active EE

$912

$5,170-82.4%

$4,617-80.2%

$4,869-81.3%

Participant deferral / active EE

$4,437

$6,343-30.0%

$5,984-25.9%

$5,287-16.1%

Admin fee / account holder

$200

$9,817-98.0%

$8,357-97.6%

$10,133-98.0%

BRODKEY PEEBLES BELMONT & LINE LLP 401(K) SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRODKEY PEEBLES BELMONT & LINE LLP 401(K) SAFE HARBOR 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