Retirement plan

FIRST CITY CAPITAL MANAGEMENT PROFIT SHARING PLAN AND TRUST

Name: FIRST CITY CAPITAL MANAGEMENT, INC. - FIRST CITY CAPITAL MANAGEMENT PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: FIRST CITY CAPITAL MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIRST CITY CAPITAL MANAGEMENT PROFIT SHARING PLAN AND TRUST, FIRST CITY CAPITAL MANAGEMENT, INC.

FIRST CITY CAPITAL MANAGEMENT, INC.EIN 58-1363057Plan #001PY 2016

PO BOX 8375 - SAVANNAH, GA 314128375912-233-5492firstcitycapitalmanagement.comLinkedIn1-10 employeesinvestment banking

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.1M

+11.8% from 2015

Total participants

0.0% from 2015

Average account balance

$447,603

-4.2% from 2015

Annual return

6.51%

+7.57 pp from 2015

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.73M

Not enough data

1 years with asset history on file

Average account balance

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

$573K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$385K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

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

+13.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19733

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 codes2E3E

Plan features

2E
Profit-sharing
Profit-sharing plan.
3E
One-participant plan combining with another plan
A one-participant plan that satisfies minimum coverage requirements of section 410(b) only when combined with another plan of the employer.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$447,603

$153,769+191.1%

$133,975+234.1%

$273,972+63.4%

Participation rate

100.0%

88.4%+11.6pp

87.1%+12.9pp

83.0%+17.0pp

Annual return

6.51%

36.51%-30.0pp

29.29%-22.8pp

41.46%-34.9pp

Employer contribution / active EE

$15,025

$6,029+149.2%

$5,211+188.3%

$4,869+208.6%

Participant deferral / active EE

$9,551

$6,958+37.3%

$6,282+52.0%

$5,287+80.6%

Admin fee / account holder

$11,765-100.0%

$9,324-100.0%

$10,133-100.0%

FIRST CITY CAPITAL MANAGEMENT PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FIRST CITY CAPITAL MANAGEMENT PROFIT SHARING PLAN AND TRUST

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