Retirement plan

NELSON GONZALEZ, P.A. 401(K) PLAN

Name: NELSON GONZALEZ P.A. - NELSON GONZALEZ, P.A. 401(K) PLAN (2018) Form 5500
Creator: NELSON GONZALEZ P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NELSON GONZALEZ, P.A. 401(K) PLAN, NELSON GONZALEZ P.A.

NELSON GONZALEZ P.A.EIN 65-0400893Plan #002PY 2018

2515 FLAMINGO DRIVE - MIAMI, FL 33140305-815-9840

Other plans on this EIN

1 filing

#001Retirement-$936K assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$50K

+101.3% from 2017

Total participants

-16.7% from 2017

Average account balance

$12,425

+201.9% from 2017

Annual return

0.08%

+0.08 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$254K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+32.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$935

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$12,425

$211,946-94.1%

$169,452-92.7%

$135,380-90.8%

Participation rate

80.0%

82.6%-2.6pp

77.8%+2.2pp

82.6%-2.6pp

Annual return

0.08%

3.26%-3.2pp

1.83%-1.8pp

519.81%-519.7pp

Employer contribution / active EE

$4,998

$5,117-2.3%

$4,157+20.2%

$4,779+4.6%

Participant deferral / active EE

$6,075-100.0%

$5,277-100.0%

$5,609-100.0%

Admin fee / account holder

$11,472-100.0%

$9,110-100.0%

$10,828-100.0%

NELSON GONZALEZ, P.A. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NELSON GONZALEZ, P.A. 401(K) 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