Retirement plan

CBE LAW, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

Name: CBE LAW, A PROFESSIONAL CORPORATION - CBE LAW, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: CBE LAW, A PROFESSIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CBE LAW, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN, CBE LAW, A PROFESSIONAL CORPORATION

CBE LAW, A PROFESSIONAL CORPORATIONEIN 47-4884782Plan #001PY 2017

5777 W. CENTURY BLVD., SUITE 870 - LOS ANGELES, CA 90045213-357-5121

Other plans on this EIN

1 filing

#002Retirement-$482K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$138K

+1390.9% from 2016

Total participants

+75.0% from 2016

Average account balance

$27,537

+1092.7% from 2016

Annual return

388.31%

+388.31 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.06M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

323.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1476

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 codes2G2J

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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.

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

$27,537

$150,447-81.7%

$136,298-79.8%

$147,586-81.3%

Participation rate

71.4%

84.4%-13.0pp

81.9%-10.5pp

82.8%-11.4pp

Annual return

388.31%

1049.15%-660.8pp

5156.27%-4768.0pp

578.59%-190.3pp

Employer contribution / active EE

$6,072

$5,256+15.5%

$4,696+29.3%

$4,876+24.5%

Participant deferral / active EE

$7,156

$6,631+7.9%

$6,247+14.5%

$5,439+31.6%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

CBE LAW, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CBE LAW, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING 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