Retirement plan

LAW OFFICES OF CHARLES S. LIMANDRI 401(K) PROFIT SHARING PLAN

Name: LIMANDRI & JONNA, LLP - LAW OFFICES OF CHARLES S. LIMANDRI 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: LIMANDRI & JONNA, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAW OFFICES OF CHARLES S. LIMANDRI 401(K) PROFIT SHARING PLAN, LIMANDRI & JONNA, LLP

LIMANDRI & JONNA, LLPEIN 81-2987269Plan #002PY 2023

PO BOX 9120, 16236 SAN DIEGUITO RD, STE 3-15 - RANCHO SANTA FE, CA 92067858-759-9930limandri.comLinkedIn1-10 employeeslegal services

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.6M

+20.0% from 2022

Total participants

+22.2% from 2022

Average account balance

$157,111

-4.0% from 2022

Annual return

6.49%

+17.39 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$253K

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

$158K

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

+8.51%

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

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

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

$157,111

$148,623+5.7%

$135,974+15.5%

$139,466+12.7%

Participation rate

90.0%

83.9%+6.1pp

81.9%+8.1pp

80.3%+9.7pp

Annual return

6.49%

79.30%-72.8pp

68.30%-61.8pp

373.66%-367.2pp

Employer contribution / active EE

$8,836

$5,246+68.4%

$4,859+81.8%

$4,754+85.9%

Participant deferral / active EE

$8,835

$8,103+9.0%

$7,760+13.9%

$6,712+31.6%

Admin fee / account holder

$12,406-100.0%

$10,767-100.0%

$11,409-100.0%

LAW OFFICES OF CHARLES S. LIMANDRI 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LAW OFFICES OF CHARLES S. LIMANDRI 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