Retirement plan

LEON J BARISH 401(K) PLAN

Name: LEON J. BARISH, ATTORNEY AT LAW MEDIATOR - LEON J BARISH 401(K) PLAN (2022) Form 5500
Creator: LEON J. BARISH, ATTORNEY AT LAW MEDIATOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEON J BARISH 401(K) PLAN, LEON J. BARISH, ATTORNEY AT LAW MEDIATOR

LEON J. BARISH, ATTORNEY AT LAW MEDIATOREIN 74-2774784Plan #001PY 2022

1409 W. 6TH STREET - AUSTIN, TX 78703512-477-9058LinkedIn1-10 employeeslegal services

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$421K

-35.6% from 2021

Total participants

0.0% from 2021

Average account balance

$210,310

-35.6% from 2021

Annual return

-42.32%

-29.84 pp from 2021

Benchmarks

See 133,872 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,872 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$547K

Not enough data

1 years with asset history on file

Average account balance

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

$274K

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

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+6.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes3D2E2F2G2J2R

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).
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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$210,310

$138,102+52.3%

$125,381+67.7%

$134,532+56.3%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-42.32%

750.73%-793.0pp

572.31%-614.6pp

418.27%-460.6pp

Employer contribution / active EE

$7,725

$5,245+47.3%

$4,815+60.4%

$4,741+62.9%

Participant deferral / active EE

$14,100

$7,801+80.8%

$7,448+89.3%

$6,401+120.3%

Admin fee / account holder

$11,568-100.0%

$10,007-100.0%

$11,429-100.0%

LEON J BARISH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LEON J BARISH 401(K) 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