Retirement plan

BROWNING, LAMIE & GIFFORD P.C. PROFIT SHARING PLAN

Name: BROWNING, LAMIE & GIFFORD P.C. - BROWNING, LAMIE & GIFFORD P.C. PROFIT SHARING PLAN (2017) Form 5500
Creator: BROWNING, LAMIE & GIFFORD P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROWNING, LAMIE & GIFFORD P.C. PROFIT SHARING PLAN, BROWNING, LAMIE & GIFFORD P.C.

BROWNING, LAMIE & GIFFORD P.C.EIN 54-1745076Plan #001PY 2017

200 EAST MAIN STREET - ABINGDON, VA 24210276-628-6165

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.9M

+26.0% from 2016

Total participants

0.0% from 2016

Average account balance

$114,205

+26.0% from 2016

Annual return

20.28%

+15.11 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$230 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.154%

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

$114,205

$150,446-24.1%

$136,297-16.2%

$147,585-22.6%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

20.28%

1049.14%-1028.9pp

5156.19%-5135.9pp

578.58%-558.3pp

Employer contribution / active EE

$3,054

$5,256-41.9%

$4,696-35.0%

$4,876-37.4%

Participant deferral / active EE

$3,897

$6,631-41.2%

$6,247-37.6%

$5,439-28.4%

Admin fee / account holder

$176

$10,906-98.4%

$9,244-98.1%

$10,886-98.4%

BROWNING, LAMIE & GIFFORD P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROWNING, LAMIE & GIFFORD P.C. 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