Retirement plan

DOW GOLUB REMELS & GILBREATH, PLLC 401(K) PROFIT SHARING PLAN

Name: DOW GOLUB REMELS & GILBREATH, PLLC - DOW GOLUB REMELS & GILBREATH, PLLC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: DOW GOLUB REMELS & GILBREATH, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOW GOLUB REMELS & GILBREATH, PLLC 401(K) PROFIT SHARING PLAN, DOW GOLUB REMELS & GILBREATH, PLLC

DOW GOLUB REMELS & GILBREATH, PLLCEIN 81-3102727Plan #001PY 2018

2700 POST OAK BLVD., SUITE 1750 - HOUSTON, TX 77056713-526-3700dowgolub.comLinkedIn11-50 employeeslaw practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

+2.2% from 2017

Total participants

+27.3% from 2017

Average account balance

$195,248

-19.7% from 2017

Annual return

-4.35%

-22.96 pp from 2017

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.52M

Not enough data

1 years with asset history on file

Average account balance

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

$435K

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.

187.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$216K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+21.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9949

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 codes2E2F2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$195,248

$138,072+41.4%

$123,549+58.0%

$135,382+44.2%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-4.35%

153.69%-158.0pp

119.20%-123.5pp

519.77%-524.1pp

Employer contribution / active EE

$14,570

$5,152+182.8%

$4,628+214.8%

$4,779+204.9%

Participant deferral / active EE

$10,500

$6,799+54.4%

$6,426+63.4%

$5,609+87.2%

Admin fee / account holder

$10,917-100.0%

$9,284-100.0%

$10,829-100.0%

DOW GOLUB REMELS & GILBREATH, PLLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DOW GOLUB REMELS & GILBREATH, PLLC 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