Retirement plan

SALLY ANN BRENT AND RICKEY LOWELL BRENT PROFIT SHARING PLAN AND TRUST

Name: SALLY ANN BRENT RICKEY LOWELL BRENT - SALLY ANN BRENT AND RICKEY LOWELL BRENT PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: SALLY ANN BRENT RICKEY LOWELL BRENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SALLY ANN BRENT AND RICKEY LOWELL BRENT PROFIT SHARING PLAN AND TRUST, SALLY ANN BRENT RICKEY LOWELL BRENT

SALLY ANN BRENT RICKEY LOWELL BRENTEIN 84-1242229Plan #001PY 2017

1401 W. 29TH STREET - LOVELAND, CO 80538712-255-3450

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$902K

+14.5% from 2016

Total participants

0.0% from 2016

Average account balance

$451,205

+14.5% from 2016

Annual return

8.62%

+9.48 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$766K

Not enough data

1 years with asset history on file

Average account balance

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

$383K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$814

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$517

$259 / participant

Other / not subdivided$517100.0%

% of EOY assets

0.057%

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

$451,205

$232,540+94.0%

$185,117+143.7%

$147,586+205.7%

Participation rate

100.0%

82.4%+17.6pp

77.3%+22.7pp

82.8%+17.2pp

Annual return

8.62%

43.03%-34.4pp

40.50%-31.9pp

578.59%-570.0pp

Employer contribution / active EE

$5,195-100.0%

$4,182-100.0%

$4,876-100.0%

Participant deferral / active EE

$23,230

$5,834+298.2%

$5,045+360.4%

$5,439+327.1%

Admin fee / account holder

$259

$10,275-97.5%

$8,159-96.8%

$10,886-97.6%

SALLY ANN BRENT AND RICKEY LOWELL BRENT PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SALLY ANN BRENT AND RICKEY LOWELL BRENT 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