Retirement plan

LARRY T WEISS CO INC EMPLOYEES PROFIT SHARING PLAN

Name: LARRY T WEISS CO INC - LARRY T WEISS CO INC EMPLOYEES PROFIT SHARING PLAN (2017) Form 5500
Creator: LARRY T WEISS CO INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LARRY T WEISS CO INC EMPLOYEES PROFIT SHARING PLAN, LARRY T WEISS CO INC

LARRY T WEISS CO INCEIN 52-1034377Plan #001PY 2017

7011 TROY HILL DR - ELKRIDGE, MD 210757036410-379-0900

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.7M

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

21.07%

No prior year

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.05M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

135.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$152K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$68179

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 codes2E3E2J

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.
3E
One-participant plan combining with another plan
A one-participant plan that satisfies minimum coverage requirements of section 410(b) only when combined with another plan of the employer.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$36K

$1349 / participant

Other / not subdivided$36K100.0%

% of EOY assets

0.643%

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

$53,128-100.0%

$86,582-100.0%

$70,126-100.0%

Participation rate

0.0%

65.3%-65.3pp

73.5%-73.5pp

69.5%-69.5pp

Annual return

21.07%

27.66%-6.6pp

965.08%-944.0pp

73.15%-52.1pp

Employer contribution / active EE

$2,572

$2,068+24.4%

$2,839-9.4%

$2,343+9.8%

Participant deferral / active EE

$3,198

$2,695+18.7%

$3,609-11.4%

$3,332-4.0%

Admin fee / account holder

$3,584-100.0%

$4,904-100.0%

$4,645-100.0%

LARRY T WEISS CO INC EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LARRY T WEISS CO INC EMPLOYEES 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