Retirement plan

HUGHES SZUBERLA CPAS, APC 401(K) PLAN

Name: HUGHES SZUBERLA CPAS, A PROFESSIONAL CORPORATION - HUGHES SZUBERLA CPAS, APC 401(K) PLAN (2021) Form 5500
Creator: HUGHES SZUBERLA CPAS, A PROFESSIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUGHES SZUBERLA CPAS, APC 401(K) PLAN, HUGHES SZUBERLA CPAS, A PROFESSIONAL CORPORATION

HUGHES SZUBERLA CPAS, A PROFESSIONAL CORPORATIONEIN 82-3347656Plan #002PY 2021

P.O. BOX 279 - SAN LUIS REY, CA 92068760-981-7300hstaxcpas.comLinkedIn1-10 employeesaccounting

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$47K

No prior year

Total participants

No prior year

Average account balance

$11,687

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 126,087 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,087 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$317K

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

400.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+111.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$31641

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 codes2E2J2F2G2T3D

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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$94

$19 / participant

Other / not subdivided$94100.0%

% of EOY assets

0.201%

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

$11,687

$176,120-93.4%

$159,487-92.7%

$167,553-93.0%

Participation rate

80.0%

85.0%-5.0pp

82.8%-2.8pp

82.1%-2.1pp

Annual return

0.00%

331.95%-331.9pp

263.71%-263.7pp

478.89%-478.9pp

Employer contribution / active EE

$1,425

$5,299-73.1%

$4,831-70.5%

$4,840-70.6%

Participant deferral / active EE

$7,977

$7,752+2.9%

$7,354+8.5%

$6,343+25.8%

Admin fee / account holder

$24

$12,561-99.8%

$10,804-99.8%

$12,316-99.8%

HUGHES SZUBERLA CPAS, APC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUGHES SZUBERLA CPAS, APC 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