Retirement plan

HOSSEIN K. TABARI, LTD. (APMC) 401(K) PROFIT SHARING PLAN AND TRUST

Name: HOSSEIN K. TABARI, LTD. (APMC) - HOSSEIN K. TABARI, LTD. (APMC) 401(K) PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: HOSSEIN K. TABARI, LTD. (APMC)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOSSEIN K. TABARI, LTD. (APMC) 401(K) PROFIT SHARING PLAN AND TRUST, HOSSEIN K. TABARI, LTD. (APMC)

HOSSEIN K. TABARI, LTD. (APMC)EIN 72-1047893Plan #002PY 2020

1616 SOUTH COLUMBIA STREET, SUITE E - BOGALUSA, LA 704275881985-735-7810

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$569K

+22.2% from 2019

Total participants

-40.0% from 2019

Average account balance

$189,613

+103.7% from 2019

Annual return

9.21%

-0.75 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$756K

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+5.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10367

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 codes2E2F2J3D

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).
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

1 tripped

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

$7K

$3512 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.235%

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

$189,613

$209,422-9.5%

$178,503+6.2%

$158,982+19.3%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

9.21%

188.81%-179.6pp

151.12%-141.9pp

302.99%-293.8pp

Employer contribution / active EE

$19,492

$5,707+241.5%

$5,011+289.0%

$4,763+309.2%

Participant deferral / active EE

$13,000

$5,955+118.3%

$5,202+149.9%

$5,983+117.3%

Admin fee / account holder

$2,341

$17,079-86.3%

$13,987-83.3%

$11,252-79.2%

HOSSEIN K. TABARI, LTD. (APMC) 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOSSEIN K. TABARI, LTD. (APMC) 401(K) PROFIT SHARING PLAN AND TRUST

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