Retirement plan

BUTSON 401(K) PROFIT SHARING PLAN

Name: BUTSON FINANCIAL ADVISORS, LLC - BUTSON 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: BUTSON FINANCIAL ADVISORS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUTSON 401(K) PROFIT SHARING PLAN, BUTSON FINANCIAL ADVISORS, LLC

BUTSON FINANCIAL ADVISORS, LLCEIN 81-4201558Plan #001PY 2018

1605 CARMODY CT., SUITE 103 - SEWICKLEY, PA 15143412-528-1929

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$189K

+39.2% from 2017

Total participants

+33.3% from 2017

Average account balance

$47,168

+4.4% from 2017

Annual return

-8.30%

-28.24 pp from 2017

Benchmarks

See 31,466 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,466 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$207K

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

$137K

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

+15.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10852

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$47,168

$160,059-70.5%

$140,019-66.3%

$135,380-65.2%

Participation rate

100.0%

88.5%+11.5pp

87.5%+12.5pp

82.6%+17.4pp

Annual return

-8.30%

911.48%-919.8pp

651.17%-659.5pp

519.81%-528.1pp

Employer contribution / active EE

$4,317

$6,420-32.8%

$5,605-23.0%

$4,779-9.7%

Participant deferral / active EE

$11,775

$7,641+54.1%

$6,927+70.0%

$5,609+109.9%

Admin fee / account holder

$13,328-100.0%

$10,705-100.0%

$10,828-100.0%

BUTSON 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BUTSON 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