Retirement plan

CARPENTER MORSE GROUP, P.A. 401(K) PROFIT SHARING PLAN

Name: CARPENTER MORSE GROUP, P.A. - CARPENTER MORSE GROUP, P.A. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: CARPENTER MORSE GROUP, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARPENTER MORSE GROUP, P.A. 401(K) PROFIT SHARING PLAN, CARPENTER MORSE GROUP, P.A.

CARPENTER MORSE GROUP, P.A.EIN 59-2201638Plan #002PY 2017

1560 N. ORANGE AVENUE, SUITE 410 - WINTER PARK, FL 32789404-420-2010carpentermorse.comLinkedIn1-10 employeesinsurance

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$285K

+36.5% from 2016

Total participants

+16.7% from 2016

Average account balance

$47,427

+36.5% from 2016

Annual return

10.26%

+11.23 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$764K

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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

$54K

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

+6.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20767

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 codes2E2J2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

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

$47,427

$171,867-72.4%

$149,721-68.3%

$147,586-67.9%

Participation rate

80.0%

88.2%-8.2pp

87.1%-7.1pp

82.8%-2.8pp

Annual return

10.26%

2113.36%-2103.1pp

1501.67%-1491.4pp

578.59%-568.3pp

Employer contribution / active EE

$2,173

$6,275-65.4%

$5,444-60.1%

$4,876-55.4%

Participant deferral / active EE

$8,765

$7,270+20.6%

$6,568+33.4%

$5,439+61.2%

Admin fee / account holder

$13,799-100.0%

$11,282-100.0%

$10,886-100.0%

CARPENTER MORSE GROUP, P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CARPENTER MORSE GROUP, P.A. 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