Retirement plan

ZASKORSKI & ASSOCIATES ARCHITECT, PC 401(K) PLAN

Name: ZASKORSKI & ASSOCIATES ARCHITECT, PC - ZASKORSKI & ASSOCIATES ARCHITECT, PC 401(K) PLAN (2021) Form 5500
Creator: ZASKORSKI & ASSOCIATES ARCHITECT, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZASKORSKI & ASSOCIATES ARCHITECT, PC 401(K) PLAN, ZASKORSKI & ASSOCIATES ARCHITECT, PC

ZASKORSKI & ASSOCIATES ARCHITECT, PCEIN 47-2410832Plan #002PY 2021

247 W. 35TH ST. 16TH FL. - NEW YORK, NY 10001212-239-7212LinkedIn1-10 employeesarchitecture & planning

Other plans on this EIN

1 filing

#003Retirement-$1.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

+26.2% from 2020

Total participants

+11.1% from 2020

Average account balance

$145,285

+13.6% from 2020

Annual return

12.40%

-2.52 pp from 2020

Benchmarks

See 126,102 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,102 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.94M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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

$174K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+8.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1229

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.

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

$145,285

$176,105-17.5%

$159,474-8.9%

$167,536-13.3%

Participation rate

100.0%

85.0%+15.0pp

82.8%+17.2pp

82.1%+17.9pp

Annual return

12.40%

331.91%-319.5pp

263.68%-251.3pp

478.82%-466.4pp

Employer contribution / active EE

$6,289

$5,299+18.7%

$4,831+30.2%

$4,839+30.0%

Participant deferral / active EE

$11,389

$7,751+46.9%

$7,353+54.9%

$6,342+79.6%

Admin fee / account holder

$12,559-100.0%

$10,802-100.0%

$12,315-100.0%

ZASKORSKI & ASSOCIATES ARCHITECT, PC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ZASKORSKI & ASSOCIATES ARCHITECT, PC 401(K) 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