Retirement plan

ILEANA RIVERA PROFIT SHARING PLAN

Name: ILEANA RIVERA (CITY MARSHAL) - ILEANA RIVERA PROFIT SHARING PLAN (2017) Form 5500
Creator: ILEANA RIVERA (CITY MARSHAL)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ILEANA RIVERA PROFIT SHARING PLAN, ILEANA RIVERA (CITY MARSHAL)

ILEANA RIVERA (CITY MARSHAL)EIN 74-3174965Plan #001PY 2017

6726 11TH AVE - BROOKLYN, NY 112195903

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$383K

+69.6% from 2016

Total participants

+14.3% from 2016

Average account balance

$47,889

+6.0% from 2016

Annual return

37.28%

+86.39 pp from 2016

Benchmarks

See 320 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort320 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$714K

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+13.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6518

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 codes2E2J3D

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.
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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,889

$65,696-27.1%

$56,429-15.1%

$147,585-67.6%

Participation rate

100.0%

85.5%+14.5pp

80.0%+20.0pp

82.8%+17.2pp

Annual return

37.28%

13.32%+24.0pp

19.04%+18.2pp

578.57%-541.3pp

Employer contribution / active EE

$9,122

$4,121+121.3%

$3,405+167.9%

$4,876+87.1%

Participant deferral / active EE

$4,876-100.0%

$3,951-100.0%

$5,439-100.0%

Admin fee / account holder

$5,947-100.0%

$4,466-100.0%

$10,885-100.0%

ILEANA RIVERA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ILEANA RIVERA 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