Retirement plan

ANDERSON DESIGN 401(K) PROFIT SHARING PLAN

Name: JASON T. ANDERSON ARCHITECT, P.C. - ANDERSON DESIGN 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: JASON T. ANDERSON ARCHITECT, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDERSON DESIGN 401(K) PROFIT SHARING PLAN, JASON T. ANDERSON ARCHITECT, P.C.

JASON T. ANDERSON ARCHITECT, P.C.EIN 47-3784587Plan #001PY 2020

25 WALLKILL AVENUE - MONTGOMERY, NY 12549845-294-2724LinkedIn1-10 employeesarchitecture & planning

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$448K

+43.7% from 2019

Total participants

0.0% from 2019

Average account balance

$44,775

+43.7% from 2019

Annual return

18.68%

-2.06 pp from 2019

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.10M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

82.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$154K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5699

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 codes2E2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$250

$28 / participant

Other / not subdivided$250100.0%

% of EOY assets

0.056%

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

$44,775

$165,399-72.9%

$149,745-70.1%

$158,982-71.8%

Participation rate

77.8%

84.6%-6.8pp

82.5%-4.7pp

82.0%-4.2pp

Annual return

18.68%

348.34%-329.7pp

276.72%-258.0pp

302.99%-284.3pp

Employer contribution / active EE

$2,075

$5,105-59.4%

$4,646-55.3%

$4,763-56.4%

Participant deferral / active EE

$6,596

$7,183-8.2%

$6,843-3.6%

$5,983+10.2%

Admin fee / account holder

$25

$10,811-99.8%

$9,312-99.7%

$11,252-99.8%

ANDERSON DESIGN 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANDERSON DESIGN 401(K) 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