Retirement plan

GAMBLE GAMBLE CALAME & JONES LLC PROFIT SHARING PLAN

Name: GAMBLE GAMBLE CALAME & JONES LLC - GAMBLE GAMBLE CALAME & JONES LLC PROFIT SHARING PLAN (2022) Form 5500
Creator: GAMBLE GAMBLE CALAME & JONES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GAMBLE GAMBLE CALAME & JONES LLC PROFIT SHARING PLAN, GAMBLE GAMBLE CALAME & JONES LLC

GAMBLE GAMBLE CALAME & JONES LLCEIN 63-1133798Plan #001PY 2022

P.O. BOX 345 - SELMA, AL 367020345334-875-7810gamblelaw.comLinkedIn11-50 employees

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$2.2M

-11.1% from 2021

Total participants

0.0% from 2021

Average account balance

$196,434

-11.1% from 2021

Annual return

-11.90%

-25.28 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.76M

Not enough data

1 years with asset history on file

Average account balance

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

$276K

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6825

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 codes2F2G2T3D2E2J2R3B

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$65K

$5450 / participant

Other / not subdivided$65K100.0%

% of EOY assets

3.027%

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

$196,434

$138,114+42.2%

$125,391+56.7%

$134,545+46.0%

Participation rate

91.7%

84.5%+7.2pp

82.4%+9.3pp

81.2%+10.4pp

Annual return

-11.90%

750.88%-762.8pp

572.41%-584.3pp

418.37%-430.3pp

Employer contribution / active EE

$795

$5,246-84.8%

$4,816-83.5%

$4,742-83.2%

Participant deferral / active EE

$6,299

$7,801-19.3%

$7,448-15.4%

$6,401-1.6%

Admin fee / account holder

$5,946

$11,570-48.6%

$10,009-40.6%

$11,431-48.0%

GAMBLE GAMBLE CALAME & JONES LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GAMBLE GAMBLE CALAME & JONES LLC 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