Retirement plan

FRYMIRE, EVANS, PEYTON, TEAGUE & CARTWRIGHT PROFIT SHARING PLAN

Name: FRYMIRE, EVANS, PEYTON, TEAGUE & CARTWRIGHT, PLLC - FRYMIRE, EVANS, PEYTON, TEAGUE & CARTWRIGHT PROFIT SHARING PLAN (2017) Form 5500
Creator: FRYMIRE, EVANS, PEYTON, TEAGUE & CARTWRIGHT, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRYMIRE, EVANS, PEYTON, TEAGUE & CARTWRIGHT PROFIT SHARING PLAN, FRYMIRE, EVANS, PEYTON, TEAGUE & CARTWRIGHT, PLLC

FRYMIRE, EVANS, PEYTON, TEAGUE & CARTWRIGHT, PLLCEIN 61-1174285Plan #002PY 2017

P.O. BOX 695, ONE SOUTH MAIN STREET - MADISONVILLE, KY 42431270-821-6165feptc.comLinkedIn1-10 employeeslaw practice

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

+14.1% from 2016

Total participants

0.0% from 2016

Average account balance

$299,694

+14.1% from 2016

Annual return

10.54%

+4.76 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.04M

Not enough data

1 years with asset history on file

Average account balance

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

$170K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+4.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2644

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 codes2E2G2F2J3D3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

$299,694

$150,442+99.2%

$136,295+119.9%

$147,585+103.1%

Participation rate

88.9%

84.4%+4.5pp

81.9%+7.0pp

82.8%+6.1pp

Annual return

10.54%

1049.09%-1038.5pp

5155.97%-5145.4pp

578.56%-568.0pp

Employer contribution / active EE

$1,142

$5,256-78.3%

$4,695-75.7%

$4,876-76.6%

Participant deferral / active EE

$8,145

$6,630+22.8%

$6,247+30.4%

$5,439+49.8%

Admin fee / account holder

$10,905-100.0%

$9,243-100.0%

$10,885-100.0%

FRYMIRE, EVANS, PEYTON, TEAGUE & CARTWRIGHT PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FRYMIRE, EVANS, PEYTON, TEAGUE & CARTWRIGHT 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