Retirement plan

JAY AMMON ARCHITECT, INC. UNI-K PLAN

Name: JAY AMMON ARCHITECT, INC. - JAY AMMON ARCHITECT, INC. UNI-K PLAN (2021) Form 5500
Creator: JAY AMMON ARCHITECT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAY AMMON ARCHITECT, INC. UNI-K PLAN, JAY AMMON ARCHITECT, INC.

JAY AMMON ARCHITECT, INC.EIN 59-3078850Plan #002PY 2021

126 PARK AVENUE SOUTH, STE. A - WINTER PARK, FL 32789407-333-1977jayammon.comLinkedIn1-10 employeesarchitecture & planning

Other plans on this EIN

1 filing

#003Retirement-$299K assets

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.7M

+20.3% from 2020

Total participants

0.0% from 2020

Average account balance

$927,632

+20.3% from 2020

Annual return

17.62%

-4.08 pp from 2020

Benchmarks

See 126,102 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,102 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.84M

Not enough data

1 years with asset history on file

Average account balance

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

$768K

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

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+1.21%

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

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.

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

$927,632

$176,105+426.7%

$159,474+481.7%

$167,536+453.7%

Participation rate

100.0%

85.0%+15.0pp

82.8%+17.2pp

82.1%+17.9pp

Annual return

17.62%

331.91%-314.3pp

263.68%-246.1pp

478.82%-461.2pp

Employer contribution / active EE

$16,260

$5,299+206.9%

$4,831+236.6%

$4,839+236.0%

Participant deferral / active EE

$11,110

$7,751+43.3%

$7,353+51.1%

$6,342+75.2%

Admin fee / account holder

$12,559-100.0%

$10,802-100.0%

$12,315-100.0%

JAY AMMON ARCHITECT, INC. UNI-K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JAY AMMON ARCHITECT, INC. UNI-K 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