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 (2019) 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 2019

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

Other plans on this EIN

1 filing

#002Retirement-$1.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$390K

+88.0% from 2018

Total participants

+25.0% from 2018

Average account balance

$48,791

+17.5% from 2018

Annual return

21.70%

+28.55 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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.

Expense breakdown

Schedule H Part II

Admin total

$1K

$161 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.289%

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

$48,791

$157,304-69.0%

$141,197-65.4%

$152,909-68.1%

Participation rate

71.4%

84.8%-13.4pp

82.5%-11.0pp

Annual return

21.70%

64.34%-42.6pp

71.41%-49.7pp

345.46%-323.8pp

Employer contribution / active EE

$9,629

$5,263+83.0%

$4,736+103.3%

$4,764+102.1%

Participant deferral / active EE

$10,031

$7,111+41.1%

$6,710+49.5%

$5,851+71.4%

Admin fee / account holder

$141

$12,126-98.8%

$10,265-98.6%

$11,601-98.8%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CBE LAW, A PROFESSIONAL CORPORATION 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