Retirement plan

A & A PROPERTIES, INC.

Name: A & A PROPERTIES, INC. - A & A PROPERTIES, INC. (2017) Form 5500
Creator: A & A PROPERTIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A & A PROPERTIES, INC., A & A PROPERTIES, INC.

A & A PROPERTIES, INC.EIN 54-1612209Plan #001PY 2017

8200 GREENSBORO DRIVE, SUITE 1440 - MCLEAN, VA 22102703-893-4000LinkedIn1-10 employeesreal estate

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$1M

+24.3% from 2016

Total participants

0.0% from 2016

Average account balance

$513,726

+24.3% from 2016

Annual return

19.73%

+12.11 pp from 2016

Benchmarks

See 899 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort899 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.89M

Not enough data

1 years with asset history on file

Average account balance

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

$1.9M

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

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$43K

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

+17.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17856

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$513,726

$167,483+206.7%

$115,752+343.8%

$147,586+248.1%

Participation rate

66.7%

81.7%-15.1pp

77.8%-11.1pp

82.8%-16.2pp

Annual return

19.73%

12.11%+7.6pp

19.41%+0.3pp

578.59%-558.9pp

Employer contribution / active EE

$2,482

$4,960-50.0%

$3,492-28.9%

$4,876-49.1%

Participant deferral / active EE

$10,162

$7,037+44.4%

$5,204+95.3%

$5,439+86.9%

Admin fee / account holder

$13,069-100.0%

$6,278-100.0%

$10,886-100.0%

A & A PROPERTIES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

A & A PROPERTIES, INC.

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