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 (2018) 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 2018

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

Other plans on this EIN

1 filing

#001Retirement-$210K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$682K

-2.1% from 2017

Total participants

0.0% from 2017

Average account balance

$227,217

-2.1% from 2017

Annual return

-2.77%

-9.02 pp from 2017

Benchmarks

See 475 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Cohort475 peers

Snapshot2018

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$227,217

$206,359+10.1%

$123,553+83.9%

Participation rate

0.0%

72.1%-72.1pp

82.3%-82.3pp

Annual return

-2.77%

-5.77%+3.0pp

119.21%-122.0pp

Employer contribution / active EE

$2,538-100.0%

$4,628-100.0%

Participant deferral / active EE

$5,785-100.0%

$6,426-100.0%

Admin fee / account holder

$21,386-100.0%

$9,284-100.0%

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