Retirement plan

MINSKY & GRABINA CPA'S, PLLC 401(K) PLAN

Name: MINSKY & GRABINA CPA'S, PLLC - MINSKY & GRABINA CPA'S, PLLC 401(K) PLAN (2017) Form 5500
Creator: MINSKY & GRABINA CPA'S, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MINSKY & GRABINA CPA'S, PLLC 401(K) PLAN, MINSKY & GRABINA CPA'S, PLLC

MINSKY & GRABINA CPA'S, PLLCEIN 47-4039771Plan #001PY 2017

365 WILLIS AVENUE - MINEOLA, NY 11501516-741-2323LinkedIn11-50 employeesaccounting

Other plans on this EIN

1 filing

#003Retirement-$34K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$251K

+112.1% from 2016

Total participants

0.0% from 2016

Average account balance

$25,127

+112.1% from 2016

Annual return

18.00%

+18.00 pp from 2016

Benchmarks

See 114,326 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,326 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$869K

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+11.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8802

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 codes2E2F2H2J3B3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$154 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.735%

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

$25,127

$150,445-83.3%

$136,297-81.6%

$147,585-83.0%

Participation rate

75.0%

84.4%-9.4pp

81.9%-6.9pp

82.8%-7.8pp

Annual return

18.00%

1049.14%-1031.1pp

5156.16%-5138.2pp

578.57%-560.6pp

Employer contribution / active EE

$1,452

$5,256-72.4%

$4,696-69.1%

$4,876-70.2%

Participant deferral / active EE

$7,837

$6,631+18.2%

$6,247+25.4%

$5,439+44.1%

Admin fee / account holder

$185

$10,906-98.3%

$9,244-98.0%

$10,885-98.3%

MINSKY & GRABINA CPA'S, PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MINSKY & GRABINA CPA'S, PLLC 401(K) 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