Retirement plan

TAMARA WILLIAMS AND COMPANY 401(K) PLAN

Name: TAMARA WILLIAMS AND COMPANY - TAMARA WILLIAMS AND COMPANY 401(K) PLAN (2021) Form 5500
Creator: TAMARA WILLIAMS AND COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAMARA WILLIAMS AND COMPANY 401(K) PLAN, TAMARA WILLIAMS AND COMPANY

TAMARA WILLIAMS AND COMPANYEIN 82-1097285Plan #001PY 2021

1351 STONERIDGE DR., UNIT C - BOZEMAN, MT 59718406-223-6823buybozemanhomes.comLinkedIn1-10 employeesreal estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$188K

+35.2% from 2020

Total participants

0.0% from 2020

Average account balance

$188,484

+35.2% from 2020

Annual return

18.43%

-1.90 pp from 2020

Benchmarks

See 17,102 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort17,102 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$400K

Not enough data

1 years with asset history on file

Average account balance

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

$200K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+19.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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 codes2E2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$188,484

$227,566-17.2%

$189,558-0.6%

$167,518+12.5%

Participation rate

100.0%

82.5%+17.5pp

78.5%+21.5pp

82.1%+17.9pp

Annual return

18.43%

78.43%-60.0pp

64.19%-45.8pp

478.71%-460.3pp

Employer contribution / active EE

$3,840

$5,316-27.8%

$4,412-13.0%

$4,838-20.6%

Participant deferral / active EE

$19,500

$7,002+178.5%

$6,174+215.9%

$6,342+207.5%

Admin fee / account holder

$11,881-100.0%

$9,809-100.0%

$12,312-100.0%

TAMARA WILLIAMS AND COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TAMARA WILLIAMS AND COMPANY 401(K) 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