Retirement plan

PAM FALKNER,CMA,CPA 401(K) PLAN 1310 SO AVALON

Name: PAM FALKNER, CPA - PAM FALKNER,CMA,CPA 401(K) PLAN 1310 SO AVALON (2016) Form 5500
Creator: PAM FALKNER, CPA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAM FALKNER,CMA,CPA 401(K) PLAN 1310 SO AVALON, PAM FALKNER, CPA

PAM FALKNER, CPAEIN 71-0500556Plan #001PY 2016

1310 SO AVALON - WEST MEMPHIS, AR 72301870-732-6180LinkedIn1-10 employeesaccounting

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$337K

+9.9% from 2015

Total participants

0.0% from 2015

Average account balance

No prior year

Annual return

7.06%

+6.40 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

$178K

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9K

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

-37.66%

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 codes2G2J2R3D

Plan features

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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$135,956-100.0%

$123,894-100.0%

$273,972-100.0%

Participation rate

0.0%

84.1%-84.1pp

81.4%-81.4pp

83.0%-83.0pp

Annual return

7.06%

56.63%-49.6pp

47.52%-40.5pp

41.46%-34.4pp

Employer contribution / active EE

$880

$5,170-83.0%

$4,617-80.9%

$4,869-81.9%

Participant deferral / active EE

$880

$6,343-86.1%

$5,984-85.3%

$5,287-83.4%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

PAM FALKNER,CMA,CPA 401(K) PLAN 1310 SO AVALON

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PAM FALKNER,CMA,CPA 401(K) PLAN 1310 SO AVALON

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