Retirement plan

J T LOOS & ASSOCIATES PA 401K PROFIT SHARING PLAN

Name: J T LOOS & ASSOCIATES PA - J T LOOS & ASSOCIATES PA 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: J T LOOS & ASSOCIATES PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J T LOOS & ASSOCIATES PA 401K PROFIT SHARING PLAN, J T LOOS & ASSOCIATES PA

J T LOOS & ASSOCIATES PAEIN 59-3202651Plan #001PY 2016

4805 W LAUREL ST STE 100 - TAMPA, FL 336074540813-286-7373LinkedIn11-50 employeesaccounting

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

+15.6% from 2015

Total participants

+6.3% from 2015

Average account balance

$212,719

+8.8% from 2015

Annual return

9.86%

+10.60 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

$4.75M

Not enough data

1 years with asset history on file

Average account balance

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

$1.6M

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+14.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3617

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 codes2E2G2J3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 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).

Expense breakdown

Schedule H Part II

Admin total

$32K

$2682 / participant

Other / not subdivided$32K100.0%

% of EOY assets

0.890%

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

$212,719

$135,956+56.5%

$123,894+71.7%

$273,972-22.4%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

9.86%

56.63%-46.8pp

47.52%-37.7pp

41.46%-31.6pp

Employer contribution / active EE

$2,791

$5,170-46.0%

$4,617-39.5%

$4,869-42.7%

Participant deferral / active EE

$13,260

$6,343+109.1%

$5,984+121.6%

$5,287+150.8%

Admin fee / account holder

$1,893

$9,817-80.7%

$8,357-77.3%

$10,133-81.3%

J T LOOS & ASSOCIATES PA 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J T LOOS & ASSOCIATES PA 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