Retirement plan

CHALTAS ASSOCIATES LLC PROFIT SHARING PLAN

Name: THANO CHALTAS - CHALTAS ASSOCIATES LLC PROFIT SHARING PLAN (2017) Form 5500
Creator: THANO CHALTAS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHALTAS ASSOCIATES LLC PROFIT SHARING PLAN, THANO CHALTAS

THANO CHALTASEIN 47-2459704Plan #001PY 2017

75 LORING AVENUE - PROVIDENCE, RI 02906

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$71K

-0.3% from 2016

Total participants

0.0% from 2016

Average account balance

No prior year

Annual return

0.00%

0.00 pp from 2016

Benchmarks

See 307 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort307 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$173K

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$200

$100 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.282%

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

$83,826-100.0%

$147,585-100.0%

Participation rate

0.0%

69.4%-69.4pp

82.8%-82.8pp

Annual return

0.00%

26.57%-26.6pp

578.58%-578.6pp

Employer contribution / active EE

$35,526

$3,042+1067.9%

$4,876+628.5%

Participant deferral / active EE

$3,987-100.0%

$5,439-100.0%

Admin fee / account holder

$6,071-100.0%

$10,886-100.0%

CHALTAS ASSOCIATES LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHALTAS ASSOCIATES LLC 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