Retirement plan

CAUSON & WESTHOFF, CPA'S, PC PROFIT SHARING PLAN

Name: CAUSON & WESTHOFF, CPA'S, P.C. - CAUSON & WESTHOFF, CPA'S, PC PROFIT SHARING PLAN (2017) Form 5500
Creator: CAUSON & WESTHOFF, CPA'S, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAUSON & WESTHOFF, CPA'S, PC PROFIT SHARING PLAN, CAUSON & WESTHOFF, CPA'S, P.C.

CAUSON & WESTHOFF, CPA'S, P.C.EIN 73-1528438Plan #002PY 2017

15 W. 6TH ST., STE. 2310 - TULSA, OK 74119918-382-7000LinkedIn1-10 employeesaccounting

Other plans on this EIN

1 filing

#001Retirement-$208K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$696K

+15.5% from 2016

Total participants

0.0% from 2016

Average account balance

$232,115

+15.5% from 2016

Annual return

6.25%

+7.30 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$802K

Not enough data

1 years with asset history on file

Average account balance

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

$401K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$46271

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 codes2E2G2J2R

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return 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

$232,115

$150,442+54.3%

$136,295+70.3%

$147,585+57.3%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

6.25%

1049.09%-1042.8pp

5155.97%-5149.7pp

578.56%-572.3pp

Employer contribution / active EE

$1,588

$5,256-69.8%

$4,695-66.2%

$4,876-67.4%

Participant deferral / active EE

$17,000

$6,630+156.4%

$6,247+172.1%

$5,439+212.6%

Admin fee / account holder

$10,905-100.0%

$9,243-100.0%

$10,885-100.0%

CAUSON & WESTHOFF, CPA'S, PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CAUSON & WESTHOFF, CPA'S, PC PROFIT SHARING 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