Retirement plan

PROFIT SHARING PLAN FOR KEN RANSFORD, P.C.

Name: KEN RANSFORD, P.C. - PROFIT SHARING PLAN FOR KEN RANSFORD, P.C. (2016) Form 5500
Creator: KEN RANSFORD, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHARING PLAN FOR KEN RANSFORD, P.C., KEN RANSFORD, P.C.

KEN RANSFORD, P.C.dba KEN RANSFORD P.C.EIN 84-1233526Plan #003PY 2016

132 MIDLAND AVE UNIT 3 - BASALT, CO 816218354970-927-1200LinkedIn1-10 employeeslaw practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+19.4% from 2015

Total participants

0.0% from 2015

Average account balance

-100.0% from 2015

Annual return

12.57%

+21.43 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

$1.81M

Not enough data

1 years with asset history on file

Average account balance

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

$603K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

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

+8.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

12.57%

56.63%-44.1pp

47.52%-34.9pp

41.46%-28.9pp

Employer contribution / active EE

$19,653

$5,170+280.2%

$4,617+325.7%

$4,869+303.7%

Participant deferral / active EE

$20,000

$6,343+215.3%

$5,984+234.2%

$5,287+278.3%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

PROFIT SHARING PLAN FOR KEN RANSFORD, P.C.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PROFIT SHARING PLAN FOR KEN RANSFORD, P.C.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion