Retirement plan

JADEJA-CIMONE LAW PC 401(K) PLAN

Name: JADEJA-CIMONE LAW PC - JADEJA-CIMONE LAW PC 401(K) PLAN (2019) Form 5500
Creator: JADEJA-CIMONE LAW PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JADEJA-CIMONE LAW PC 401(K) PLAN, JADEJA-CIMONE LAW PC

JADEJA-CIMONE LAW PCEIN 82-1353857Plan #002PY 2019

50 CLINTON STREET, STE 501 - HEMPSTEAD, NY 11550516-414-0080jadejacimone.comLinkedIn51-200 employeeslaw practice

Other plans on this EIN

1 filing

#001Retirement-$649K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$737K

+42.4% from 2018

Total participants

+13.5% from 2018

Average account balance

$17,544

+25.4% from 2018

Annual return

22.09%

+28.54 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.67M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

219.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$282K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+8.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1982

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$24K

$1035 / participant

Other / not subdivided$24K100.0%

% of EOY assets

3.232%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$17,544

$103,008-83.0%

$90,304-80.6%

$152,897-88.5%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

22.09%

95.22%-73.1pp

78.13%-56.0pp

345.43%-323.3pp

Employer contribution / active EE

$3,697

$3,139+17.8%

$2,855+29.5%

$4,764-22.4%

Participant deferral / active EE

$1,899

$4,281-55.6%

$3,885-51.1%

$5,851-67.5%

Admin fee / account holder

$567

$6,175-90.8%

$5,354-89.4%

$11,599-95.1%

JADEJA-CIMONE LAW PC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JADEJA-CIMONE LAW PC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion