Retirement plan

PROFIT SHARING KEOGH FOR THE BENEFIT OF JUDY M BALL

Name: JUDY M BALL, STATE FARM INSURANCE AGENT - PROFIT SHARING KEOGH FOR THE BENEFIT OF JUDY M BALL (2016) Form 5500
Creator: JUDY M BALL, STATE FARM INSURANCE AGENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHARING KEOGH FOR THE BENEFIT OF JUDY M BALL, JUDY M BALL, STATE FARM INSURANCE AGENT

JUDY M BALL, STATE FARM INSURANCE AGENTEIN 55-0730632Plan #001PY 2016

334 S MAIN ST - MOOREFIELD, WV 26836304-538-6166LinkedIn11-50 employeesinsurance

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$652K

No prior year

Total participants

No prior year

Average account balance

$217,201

No prior year

Annual return

4.33%

No prior year

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$2.25M

Not enough data

1 years with asset history on file

Average account balance

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

$450K

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

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+7.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1600

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2G3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$217,201

$153,772+41.2%

$133,980+62.1%

$273,961-20.7%

Participation rate

100.0%

88.4%+11.6pp

87.1%+12.9pp

83.0%+17.0pp

Annual return

4.33%

36.51%-32.2pp

29.30%-25.0pp

41.45%-37.1pp

Employer contribution / active EE

$16,965

$6,029+181.4%

$5,211+225.5%

$4,869+248.5%

Participant deferral / active EE

$6,958-100.0%

$6,282-100.0%

$5,287-100.0%

Admin fee / account holder

$11,765-100.0%

$9,324-100.0%

$10,132-100.0%

PROFIT SHARING KEOGH FOR THE BENEFIT OF JUDY M BALL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PROFIT SHARING KEOGH FOR THE BENEFIT OF JUDY M BALL

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