Retirement plan

GARY R. ZEIGLER, P.C. 401K PROFIT SHARING PLAN

Name: GARY R. ZEIGLER, P.C. - GARY R. ZEIGLER, P.C. 401K PROFIT SHARING PLAN (2021) Form 5500
Creator: GARY R. ZEIGLER, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GARY R. ZEIGLER, P.C. 401K PROFIT SHARING PLAN, GARY R. ZEIGLER, P.C.

GARY R. ZEIGLER, P.C.EIN 58-1304906Plan #002PY 2021

P O BOX 1389 - VALDOSTA, GA 316031389229-244-3262grzeiglercpa.comLinkedIn11-50 employeesaccounting

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

+15.2% from 2020

Total participants

0.0% from 2020

Average account balance

$316,981

+15.2% from 2020

Annual return

14.51%

-0.53 pp from 2020

Benchmarks

See 126,087 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,087 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.34M

Not enough data

1 years with asset history on file

Average account balance

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

$335K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$94050

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 codes2E2G2J2R2T

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$44K

$8860 / participant

Other / not subdivided$44K100.0%

% of EOY assets

2.795%

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

$316,981

$176,120+80.0%

$159,487+98.8%

$167,553+89.2%

Participation rate

100.0%

85.0%+15.0pp

82.8%+17.2pp

82.1%+17.9pp

Annual return

14.51%

331.95%-317.4pp

263.71%-249.2pp

478.89%-464.4pp

Employer contribution / active EE

$2,450

$5,299-53.8%

$4,831-49.3%

$4,840-49.4%

Participant deferral / active EE

$8,176

$7,752+5.5%

$7,354+11.2%

$6,343+28.9%

Admin fee / account holder

$8,860

$12,561-29.5%

$10,804-18.0%

$12,316-28.1%

GARY R. ZEIGLER, P.C. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GARY R. ZEIGLER, P.C. 401K 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