Retirement plan

401 (K) PROFIT SHARING PLAN AND TRUST

Name: THOMPSON PALMER & ASSOCIATES PC - 401 (K) PROFIT SHARING PLAN AND TRUST (2016) 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 AND TRUST, THOMPSON PALMER & ASSOCIATES PC

THOMPSON PALMER & ASSOCIATES PCEIN 83-0246322Plan #001PY 2016

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.2M

+9.5% from 2015

Total participants

0.0% from 2015

Average account balance

No prior year

Annual return

4.51%

+7.62 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

$72K

$5514 / participant

Other / not subdivided$72K100.0%

% of EOY assets

3.186%

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

$135,956-100.0%

$123,894-100.0%

$273,972-100.0%

Participation rate

0.0%

84.1%-84.1pp

81.4%-81.4pp

83.0%-83.0pp

Annual return

4.51%

56.63%-52.1pp

47.52%-43.0pp

41.46%-36.9pp

Employer contribution / active EE

$2,732

$5,170-47.2%

$4,617-40.8%

$4,869-43.9%

Participant deferral / active EE

$10,114

$6,343+59.5%

$5,984+69.0%

$5,287+91.3%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

401 (K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401 (K) PROFIT SHARING PLAN AND 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