Retirement plan

RINALDO J GONZALEZ CPA PC 401(K) PROFIT SHARING PL

Name: RINALDO J. GONZALEZ, CPA, PC - RINALDO J GONZALEZ CPA PC 401(K) PROFIT SHARING PL (2015) Form 5500
Creator: RINALDO J. GONZALEZ, CPA, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RINALDO J GONZALEZ CPA PC 401(K) PROFIT SHARING PL, RINALDO J. GONZALEZ, CPA, PC

RINALDO J. GONZALEZ, CPA, PCEIN 74-2461483Plan #002PY 2015

7800 IH 10 WEST, STE. 505 - SAN ANTONIO, TX 78230210-366-9430LinkedIn1-10 employeesaccounting

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$254K

No prior year

Total participants

No prior year

Average account balance

$50,746

No prior year

Annual return

2.36%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$651K

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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

$60K

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

+13.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1933

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$50,746

$127,387-60.2%

$115,038-55.9%

$125,389-59.5%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

2.36%

31.28%-28.9pp

26.14%-23.8pp

282.24%-279.9pp

Employer contribution / active EE

$7,197

$5,166+39.3%

$4,608+56.2%

$4,866+47.9%

Participant deferral / active EE

$2,986

$6,423-53.5%

$6,026-50.5%

$5,352-44.2%

Admin fee / account holder

$9,516-100.0%

$8,175-100.0%

$9,541-100.0%

RINALDO J GONZALEZ CPA PC 401(K) PROFIT SHARING PL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RINALDO J GONZALEZ CPA PC 401(K) PROFIT SHARING PL

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