Retirement plan

AL CAMPBELL INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

Name: AL CAMPBELL INSURANCE AGENCY - AL CAMPBELL INSURANCE AGENCY 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: AL CAMPBELL INSURANCE AGENCY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AL CAMPBELL INSURANCE AGENCY 401(K) PROFIT SHARING PLAN, AL CAMPBELL INSURANCE AGENCY

AL CAMPBELL INSURANCE AGENCYEIN 57-0705584Plan #001PY 2018

POST OFFICE BOX 658 - PENDLETON, SC 29670864-654-0737

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$531K

+23.9% from 2017

Total participants

0.0% from 2017

Average account balance

$106,155

+23.9% from 2017

Annual return

11.50%

-1.55 pp from 2017

Benchmarks

See 31,466 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,466 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.33M

Not enough data

1 years with asset history on file

Average account balance

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

$267K

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

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+10.46%

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 codes2E2G2J3D

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.
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.

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

$106,155

$160,059-33.7%

$140,019-24.2%

$135,379-21.6%

Participation rate

100.0%

88.5%+11.5pp

87.5%+12.5pp

82.6%+17.4pp

Annual return

11.50%

911.44%-899.9pp

651.15%-639.7pp

519.79%-508.3pp

Employer contribution / active EE

$5,724

$6,420-10.8%

$5,605+2.1%

$4,779+19.8%

Participant deferral / active EE

$4,900

$7,641-35.9%

$6,927-29.3%

$5,609-12.6%

Admin fee / account holder

$13,328-100.0%

$10,705-100.0%

$10,828-100.0%

AL CAMPBELL INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AL CAMPBELL INSURANCE AGENCY 401(K) 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