Retirement plan

401 (K) PROFIT SHARING PLAN & TRUST

Name: THOMPSON PALMER & ASSOCIATES PC - 401 (K) PROFIT SHARING PLAN & TRUST (2015) Form 5500
Creator: THOMPSON PALMER & ASSOCIATES PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401 (K) PROFIT SHARING PLAN & TRUST, THOMPSON PALMER & ASSOCIATES PC

THOMPSON PALMER & ASSOCIATES PCEIN 83-0246322Plan #001PY 2015

PO BOX 4158 - JACKSON, WY 83001307-733-5160

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.1M

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

-3.12%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.19M

Not enough data

1 years with asset history on file

Average account balance

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

$265K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$196K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+11.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6432

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 codes2E2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$47K

$3649 / participant

Other / not subdivided$47K100.0%

% of EOY assets

2.308%

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

$127,387-100.0%

$115,038-100.0%

$125,389-100.0%

Participation rate

0.0%

84.2%-84.2pp

81.4%-81.4pp

83.2%-83.2pp

Annual return

-3.12%

31.28%-34.4pp

26.14%-29.3pp

282.24%-285.4pp

Employer contribution / active EE

$2,461

$5,166-52.4%

$4,608-46.6%

$4,866-49.4%

Participant deferral / active EE

$10,352

$6,423+61.2%

$6,026+71.8%

$5,352+93.4%

Admin fee / account holder

$9,516-100.0%

$8,175-100.0%

$9,541-100.0%

401 (K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401 (K) PROFIT SHARING PLAN & TRUST

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