Retirement plan

SCHWARTZ & STAFFORD, P. A. PROFIT SHARING PLAN

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

SCHWARTZ & STAFFORD, P. A.EIN 56-1901523Plan #002PY 2017

8625 CROWN CRESCENT COURT, SUITE 110 - CHARLOTTE, NC 28227704-705-5076porterandschwartz.comLinkedIn1-10 employeeslegal services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$629K

+26.9% from 2016

Total participants

0.0% from 2016

Average account balance

$104,844

+5.8% from 2016

Annual return

19.38%

+13.17 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.59M

Not enough data

1 years with asset history on file

Average account balance

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

$397K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+15.29%

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 codes2E2F2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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).
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

0 tripped

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

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

$104,844

$150,442-30.3%

$136,295-23.1%

$147,585-29.0%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

19.38%

1049.09%-1029.7pp

5155.97%-5136.6pp

578.56%-559.2pp

Employer contribution / active EE

$5,256-100.0%

$4,695-100.0%

$4,876-100.0%

Participant deferral / active EE

$6,244

$6,630-5.8%

$6,2470%

$5,439+14.8%

Admin fee / account holder

$10,905-100.0%

$9,243-100.0%

$10,885-100.0%

SCHWARTZ & STAFFORD, P. A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SCHWARTZ & STAFFORD, P. A. PROFIT SHARING PLAN

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