Retirement plan

GOODELL,DEVRIES,LEECH & DANN LLP 401(K) FOR EQUITY PARTNERS & STAFF PLAN

Name: GOODELL, DEVRIES, LEECH & DANN LLP - GOODELL,DEVRIES,LEECH & DANN LLP 401(K) FOR EQUITY PARTNERS & STAFF PLAN (2015) Form 5500
Creator: GOODELL, DEVRIES, LEECH & DANN LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOODELL,DEVRIES,LEECH & DANN LLP 401(K) FOR EQUITY PARTNERS & STAFF PLAN, GOODELL, DEVRIES, LEECH & DANN LLP

GOODELL, DEVRIES, LEECH & DANN LLPEIN 52-1571248Plan #004PY 2015

ONE SOUTH STREET - BALTIMORE, MD 21202410-783-7253gdldlaw.comLinkedIn51-200 employeeslaw practice

Other plans on this EIN

2 filings

#001Retirement-$22.4M assets #003Retirement-$3.7M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$8.8M

No prior year

Total participants

114

No prior year

Average account balance

$76,868

No prior year

Annual return

-1.99%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.53M

Not enough data

1 years with asset history on file

Average account balance

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

$212K

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.

137.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$610K

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

+3.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3004

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 codes2F2G2J3D

Plan features

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).
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$3K

$34 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.037%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ELLIN & TUCKER
Auditor EIN: 520959934
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,868

$72,177+6.5%

$115,038-33.2%

$59,633+28.9%

Participation rate

100.0%

72.6%+27.4pp

81.4%+18.6pp

68.7%+31.3pp

Annual return

-1.99%

12.02%-14.0pp

26.14%-28.1pp

2041.45%-2043.4pp

Employer contribution / active EE

$2,841-100.0%

$4,608-100.0%

$2,203-100.0%

Participant deferral / active EE

$6,993

$4,783+46.2%

$6,026+16.0%

$3,192+119.1%

Admin fee / account holder

$28

$4,927-99.4%

$8,175-99.7%

$4,297-99.3%

GOODELL,DEVRIES,LEECH & DANN LLP 401(K) FOR EQUITY PARTNERS & STAFF PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOODELL,DEVRIES,LEECH & DANN LLP 401(K) FOR EQUITY PARTNERS & STAFF 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