Retirement plan

THE LAW OFFICE OF MARTA S. LAYNAS CASH BALANCE PLAN

Name: THE LAW OFFICE OF MARTA S. LAYNAS - THE LAW OFFICE OF MARTA S. LAYNAS CASH BALANCE PLAN (2016) Form 5500
Creator: THE LAW OFFICE OF MARTA S. LAYNAS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE LAW OFFICE OF MARTA S. LAYNAS CASH BALANCE PLAN, THE LAW OFFICE OF MARTA S. LAYNAS

THE LAW OFFICE OF MARTA S. LAYNASEIN 47-2579580Plan #002PY 2016

1221 WEST CHESTER PIKE - WEST CHESTER, PA 19382610-692-3460chestercountyfamilylaw.comLinkedIn1-10 employeeslegal services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$318K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

2.80%

No prior year

Benchmarks

See 2,882 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined benefit

Participants<25

Cohort2,882 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.60M

Not enough data

1 years with asset history on file

Average account balance

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

$798K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

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

+18.50%

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

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1C3B3D

Plan features

1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$364,560-100.0%

$374,107-100.0%

$237,064-100.0%

Participation rate

0.0%

45.9%-45.9pp

22.0%-22.0pp

45.6%-45.6pp

Annual return

2.80%

3.93%-1.1pp

4.74%-1.9pp

4.16%-1.4pp

Employer contribution / active EE

$58,598

$47,405+23.6%

$36,089+62.4%

$42,918+36.5%

Participant deferral / active EE

$44-100.0%

$59-100.0%

$128-100.0%

Admin fee / account holder

$11,576-100.0%

$10,677-100.0%

$21,465-100.0%

THE LAW OFFICE OF MARTA S. LAYNAS CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Audit opinioni

THE LAW OFFICE OF MARTA S. LAYNAS CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion