Retirement plan

OVERLAND PARTNERS, INC. 401(K) PROFIT SHARING PLAN

Name: OVERLAND PARTNERS, INC. - OVERLAND PARTNERS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: OVERLAND PARTNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OVERLAND PARTNERS, INC. 401(K) PROFIT SHARING PLAN, OVERLAND PARTNERS, INC.

OVERLAND PARTNERS, INC.EIN 74-2459732Plan #002PY 2017

203 E. JONES AVENUE, SUITE 104 - SAN ANTONIO, TX 78215210-829-7003overlandpartners.comLinkedIn51-200 employeesarchitecture & planning

Other plans on this EIN

2 filings

#003Retirement-$683K assets #001Retirement--

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.3M

No prior year

Total participants

+114.6% from 2016

Average account balance

$76,663

No prior year

Annual return

0.00%

0.00 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$14.69M

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+18.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12316

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

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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 codes2A2E2F2G2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,663

$85,766-10.6%

$136,294-43.8%

$70,131+9.3%

Participation rate

86.4%

74.2%+12.2pp

81.9%+4.4pp

69.5%+16.8pp

Annual return

0.00%

31.45%-31.5pp

5155.94%-5155.9pp

73.14%-73.1pp

Employer contribution / active EE

$5,266

$2,966+77.5%

$4,695+12.2%

$2,342+124.8%

Participant deferral / active EE

$5,051-100.0%

$6,247-100.0%

$3,332-100.0%

Admin fee / account holder

$5,420-100.0%

$9,243-100.0%

$4,645-100.0%

OVERLAND PARTNERS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

OVERLAND PARTNERS, INC. 401(K) 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