Retirement plan

LADENBURG LAW INJURY ATTORNEY'S, INC. P.S. 401(K) PLAN

Name: LADENBURG LAW INJURY ATTORNEYS INC. P.S. - LADENBURG LAW INJURY ATTORNEY'S, INC. P.S. 401(K) PLAN (2020) Form 5500
Creator: LADENBURG LAW INJURY ATTORNEYS INC. P.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LADENBURG LAW INJURY ATTORNEY'S, INC. P.S. 401(K) PLAN, LADENBURG LAW INJURY ATTORNEYS INC. P.S.

LADENBURG LAW INJURY ATTORNEYS INC. P.S.EIN 83-2641514Plan #001PY 2020

705 S. 9TH ST., STE. 203 - TACOMA, WA 984054622253-223-3651

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$187K

+124.7% from 2019

Total participants

0.0% from 2019

Average account balance

$46,737

+124.7% from 2019

Annual return

18.32%

+18.32 pp from 2019

Benchmarks

See 275 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort275 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$705K

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+9.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$916

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

See the 7-year trajectory. $4.99 for your first month.

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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 codes2C2E2G2J2R2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Expense breakdown

Schedule H Part II

Admin total

$822

$206 / participant

Other / not subdivided$822100.0%

% of EOY assets

0.440%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,737

$99,919-53.2%

$158,922-70.6%

Participation rate

100.0%

71.6%+28.4pp

82.0%+18.0pp

Annual return

18.32%

35.31%-17.0pp

302.83%-284.5pp

Employer contribution / active EE

$12,147

$3,686+229.5%

$4,761+155.1%

Participant deferral / active EE

$9,981

$4,771+109.2%

$5,982+66.8%

Admin fee / account holder

$206

$2,820-92.7%

$11,246-98.2%

LADENBURG LAW INJURY ATTORNEY'S, INC. P.S. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LADENBURG LAW INJURY ATTORNEY'S, INC. P.S. 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