Retirement plan

ROSENBLOOM & BUTLER CPAS PC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Name: ROSENBLOOM & BUTLER CPAS PC - ROSENBLOOM & BUTLER CPAS PC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: ROSENBLOOM & BUTLER CPAS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSENBLOOM & BUTLER CPAS PC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST, ROSENBLOOM & BUTLER CPAS PC

ROSENBLOOM & BUTLER CPAS PCEIN 52-1626705Plan #001PY 2017

1455 RESEARCH BLVD., SUITE 510 - ROCKVILLE, MD 20850301-762-7755

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+19.9% from 2016

Total participants

+33.3% from 2016

Average account balance

$222,506

-10.1% from 2016

Annual return

12.45%

+7.67 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

$2.01M

Not enough data

1 years with asset history on file

Average account balance

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

$224K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$153K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+29.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$58080

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 codes2E2J

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$232 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.091%

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

$222,506

$150,447+47.9%

$136,298+63.2%

$147,586+50.8%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

12.45%

1049.15%-1036.7pp

5156.27%-5143.8pp

578.59%-566.1pp

Employer contribution / active EE

$8,571

$5,256+63.1%

$4,696+82.5%

$4,876+75.8%

Participant deferral / active EE

$7,294

$6,631+10.0%

$6,247+16.8%

$5,439+34.1%

Admin fee / account holder

$203

$10,906-98.1%

$9,244-97.8%

$10,886-98.1%

ROSENBLOOM & BUTLER CPAS PC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSENBLOOM & BUTLER CPAS PC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

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