Retirement plan

MCCALLUM GROUP, INC. 401(K) PROFIT SHARING PLAN

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

MCCALLUM GROUP, INC.EIN 75-2970835Plan #002PY 2017

1130 K STREET, SUITE 150 - SACRAMENTO, CA 95814916-446-5058mgiadvocacy.comLinkedIn1-10 employeeslegal services

Other plans on this EIN

1 filing

#001Retirement-$931K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+12.2% from 2016

Total participants

-50.0% from 2016

Average account balance

$625,719

+12.2% from 2016

Annual return

8.50%

-5.98 pp from 2016

Benchmarks

See 11,958 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,958 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$763K

Not enough data

1 years with asset history on file

Average account balance

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

$382K

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

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+18.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2071

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 codes2E2G2J3D

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.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$625,719

$101,069+519.1%

$81,478+668.0%

$147,585+324.0%

Participation rate

100.0%

74.5%+25.5pp

68.0%+32.0pp

82.8%+17.2pp

Annual return

8.50%

32.40%-23.9pp

38.78%-30.3pp

578.56%-570.1pp

Employer contribution / active EE

$6,788

$3,205+111.8%

$2,568+164.4%

$4,876+39.2%

Participant deferral / active EE

$13,800

$4,242+225.3%

$3,537+290.2%

$5,439+153.7%

Admin fee / account holder

$5,812-100.0%

$4,561-100.0%

$10,885-100.0%

MCCALLUM GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MCCALLUM GROUP, 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