Retirement plan

CEROW AND COMPANY CPA'S PA 401K PROFIT SHARING PLAN & TRUST

Name: CEROW & CO. CPA'S PA - CEROW AND COMPANY CPA'S PA 401K PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: CEROW & CO. CPA'S PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CEROW AND COMPANY CPA'S PA 401K PROFIT SHARING PLAN & TRUST, CEROW & CO. CPA'S PA

CEROW & CO. CPA'S PAEIN 59-3097255Plan #001PY 2016

1801 SARNO RD STE 3 - MELBOURNE, FL 32935321-242-2511

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+15.1% from 2015

Total participants

0.0% from 2015

Average account balance

$265,484

-7.9% from 2015

Annual return

9.12%

+2.38 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.88M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+31.40%

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 codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

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

$265,484

$135,956+95.3%

$123,894+114.3%

$273,972-3.1%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

9.12%

56.63%-47.5pp

47.52%-38.4pp

41.46%-32.3pp

Employer contribution / active EE

$10,631

$5,170+105.6%

$4,617+130.3%

$4,869+118.3%

Participant deferral / active EE

$6,702

$6,343+5.7%

$5,984+12.0%

$5,287+26.8%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

CEROW AND COMPANY CPA'S PA 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CEROW AND COMPANY CPA'S PA 401K PROFIT SHARING PLAN & 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