Retirement plan

CALVIN MARTIN & COMPANY, P.L.L.C. 401(K) PROFIT SHARING PLAN & TRUST

Name: CALVIN MARTIN & COMPANY, P.L.L.C. - CALVIN MARTIN & COMPANY, P.L.L.C. 401(K) PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: CALVIN MARTIN & COMPANY, P.L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALVIN MARTIN & COMPANY, P.L.L.C. 401(K) PROFIT SHARING PLAN & TRUST, CALVIN MARTIN & COMPANY, P.L.L.C.

CALVIN MARTIN & COMPANY, P.L.L.C.EIN 76-0591623Plan #001PY 2016

1425 PRINCE ST. - HOUSTON, TX 77008713-572-6630calvinmartin.comLinkedIn1-10 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$164K

No prior year

Total participants

No prior year

Average account balance

$54,647

No prior year

Annual return

8.11%

No prior year

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.54%

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 codes2F2G2J3D

Plan features

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.
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

$54,647

$135,956-59.8%

$123,894-55.9%

$273,972-80.1%

Participation rate

75.0%

84.1%-9.1pp

81.4%-6.4pp

83.0%-8.0pp

Annual return

8.11%

56.63%-48.5pp

47.52%-39.4pp

41.46%-33.3pp

Employer contribution / active EE

$1,569

$5,170-69.7%

$4,617-66.0%

$4,869-67.8%

Participant deferral / active EE

$5,667

$6,343-10.6%

$5,984-5.3%

$5,287+7.2%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

CALVIN MARTIN & COMPANY, P.L.L.C. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CALVIN MARTIN & COMPANY, P.L.L.C. 401(K) PROFIT SHARING PLAN & TRUST

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