Retirement plan

GREATER BATON ROUGE ASSOCIATION OF REALTORS, INC. PROFIT SHARING PLAN

Name: GREATER BATON ROUGE BOARD OF REALTORS, INC. - GREATER BATON ROUGE ASSOCIATION OF REALTORS, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: GREATER BATON ROUGE BOARD OF REALTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREATER BATON ROUGE ASSOCIATION OF REALTORS, INC. PROFIT SHARING PLAN, GREATER BATON ROUGE BOARD OF REALTORS, INC.

GREATER BATON ROUGE BOARD OF REALTORS, INC.EIN 72-0483870Plan #002PY 2019

14101 PERKINS ROAD - BATON ROUGE, LA 70810225-761-2000gbrar.comLinkedIn1-10 employeesreal estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+26.6% from 2018

Total participants

+12.5% from 2018

Average account balance

$119,433

+12.5% from 2018

Annual return

17.23%

+22.10 pp from 2018

Benchmarks

See 15,863 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,863 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.18M

Not enough data

1 years with asset history on file

Average account balance

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

$168K

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.

118.2%

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

$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

+13.84%

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2E2F2G2T3D

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.
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.
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.

Expense breakdown

Schedule H Part II

Admin total

$222

$28 / participant

Other / not subdivided$222100.0%

% of EOY assets

0.021%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$119,433

$226,064-47.2%

$182,532-34.6%

$152,861-21.9%

Participation rate

100.0%

82.5%+17.5pp

78.0%+22.0pp

82.4%+17.6pp

Annual return

17.23%

192.51%-175.3pp

148.54%-131.3pp

345.32%-328.1pp

Employer contribution / active EE

$9,968

$4,978+100.2%

$4,076+144.6%

$4,762+109.3%

Participant deferral / active EE

$6,368-100.0%

$5,524-100.0%

$5,850-100.0%

Admin fee / account holder

$25

$10,703-99.8%

$8,592-99.7%

$11,596-99.8%

GREATER BATON ROUGE ASSOCIATION OF REALTORS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREATER BATON ROUGE ASSOCIATION OF REALTORS, INC. 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