Retirement plan

CUMBERLAND GI ASSOCIATES, INC. PROFIT SHARING PLAN

Name: CUMBERLAND G.I. ASSOCIATES, INC. - CUMBERLAND GI ASSOCIATES, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: CUMBERLAND G.I. ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CUMBERLAND GI ASSOCIATES, INC. PROFIT SHARING PLAN, CUMBERLAND G.I. ASSOCIATES, INC.

CUMBERLAND G.I. ASSOCIATES, INC.EIN 61-1337925Plan #001PY 2018

1710 CUMBERLAND FALLS HWY. - CORBIN, KY 407016700606-528-6700

Other plans on this EIN

1 filing

#003Retirement-$1.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.7M

-4.6% from 2017

Total participants

+62.5% from 2017

Average account balance

$245,152

-30.6% from 2017

Annual return

-7.12%

-26.04 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.39M

Not enough data

1 years with asset history on file

Average account balance

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

$539K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.42%

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 codes2E2J3D

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.
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

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

$245,152

$180,462+35.8%

$154,111+59.1%

$135,379+81.1%

Participation rate

77.8%

87.4%-9.6pp

83.0%-5.3pp

82.6%-4.9pp

Annual return

-7.12%

888.17%-895.3pp

735.18%-742.3pp

519.79%-526.9pp

Employer contribution / active EE

$4,486

$6,036-25.7%

$5,298-15.3%

$4,779-6.1%

Participant deferral / active EE

$3,389

$5,806-41.6%

$5,081-33.3%

$5,609-39.6%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

CUMBERLAND GI ASSOCIATES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CUMBERLAND GI ASSOCIATES, INC. 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