Retirement plan

P & S PHARMACY, LLC, PROFIT SHARING PLAN

Name: P & S PHARMACY, LLC - P & S PHARMACY, LLC, PROFIT SHARING PLAN (2016) Form 5500
Creator: P & S PHARMACY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, P & S PHARMACY, LLC, PROFIT SHARING PLAN, P & S PHARMACY, LLC

P & S PHARMACY, LLCEIN 81-0632195Plan #001PY 2016

2930 ROUTE 209 - WURSTBORO, NY 12790845-888-2614

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$462K

No prior year

Total participants

No prior year

Average account balance

$66,068

No prior year

Annual return

9.13%

No prior year

Benchmarks

See 18,030 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,030 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.02M

Not enough data

1 years with asset history on file

Average account balance

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

$504K

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

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+16.19%

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 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

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

$66,068

$93,346-29.2%

$71,796-8.0%

$273,972-75.9%

Participation rate

100.0%

76.5%+23.5pp

69.1%+30.9pp

83.0%+17.0pp

Annual return

9.13%

130.39%-121.3pp

78.04%-68.9pp

41.46%-32.3pp

Employer contribution / active EE

$10,431

$2,733+281.6%

$1,924+442.0%

$4,869+114.2%

Participant deferral / active EE

$4,800

$3,475+38.1%

$2,794+71.8%

$5,287-9.2%

Admin fee / account holder

$6,571-100.0%

$4,815-100.0%

$10,133-100.0%

P & S PHARMACY, LLC, PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

P & S PHARMACY, LLC, 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