Retirement plan

MADHUR CONSULTING & TRAINING, INC. 401K PLAN

Name: MADHUR CONSULTING & TRAINING, INC. - MADHUR CONSULTING & TRAINING, INC. 401K PLAN (2016) Form 5500
Creator: MADHUR CONSULTING & TRAINING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MADHUR CONSULTING & TRAINING, INC. 401K PLAN, MADHUR CONSULTING & TRAINING, INC.

MADHUR CONSULTING & TRAINING, INC.EIN 47-0970581Plan #001PY 2016

C/O SEEMA BHATTACHARYA, 172 BEECHWOOD LANE - COPPELL, TX 75019972-304-0675

Other plans on this EIN

1 filing

#002Retirement-$328K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$138K

+113.7% from 2015

Total participants

0.0% from 2015

Average account balance

$45,947

+113.7% from 2015

Annual return

3.85%

+3.85 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

$709K

Not enough data

1 years with asset history on file

Average account balance

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

$177K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+12.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$955

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 codes2E2J3D

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.
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

$378

$126 / participant

Other / not subdivided$378100.0%

% of EOY assets

0.274%

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

$45,947

$135,956-66.2%

$123,894-62.9%

$273,972-83.2%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

3.85%

56.63%-52.8pp

47.52%-43.7pp

41.46%-37.6pp

Employer contribution / active EE

$3,620

$5,170-30.0%

$4,617-21.6%

$4,869-25.7%

Participant deferral / active EE

$20,000

$6,343+215.3%

$5,984+234.2%

$5,287+278.3%

Admin fee / account holder

$126

$9,817-98.7%

$8,357-98.5%

$10,133-98.8%

MADHUR CONSULTING & TRAINING, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MADHUR CONSULTING & TRAINING, INC. 401K 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