Retirement plan

EBERT APPRAISAL SERVICE, INCORPORATED 401(K) PROFIT SHARING PLAN

Name: EBERT APPRAISAL SERVICE, INC. - EBERT APPRAISAL SERVICE, INCORPORATED 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: EBERT APPRAISAL SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EBERT APPRAISAL SERVICE, INCORPORATED 401(K) PROFIT SHARING PLAN, EBERT APPRAISAL SERVICE, INC.

EBERT APPRAISAL SERVICE, INC.EIN 84-1484078Plan #003PY 2020

P.O. BOX 388 - BRECKENRIDGE, CO 80443970-453-2199ebertappraisal.comLinkedIn1-10 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.5M

+4.1% from 2019

Total participants

0.0% from 2019

Average account balance

$440,085

+4.1% from 2019

Annual return

5.32%

+0.64 pp from 2019

Benchmarks

See 16,000 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,000 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.88M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+8.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$76933

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 codes2E2J3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$257K

$36667 / participant

Other / not subdivided$257K100.0%

% of EOY assets

7.290%

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

$440,085

$228,395+92.7%

$185,861+136.8%

$158,982+176.8%

Participation rate

100.0%

82.3%+17.7pp

78.0%+22.0pp

82.0%+18.0pp

Annual return

5.32%

40.82%-35.5pp

35.96%-30.6pp

302.99%-297.7pp

Employer contribution / active EE

$8,571

$4,968+72.5%

$4,088+109.7%

$4,763+80.0%

Participant deferral / active EE

$3,714

$6,417-42.1%

$5,634-34.1%

$5,983-37.9%

Admin fee / account holder

$32,084

$11,869+170.3%

$9,503+237.6%

$11,252+185.1%

EBERT APPRAISAL SERVICE, INCORPORATED 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EBERT APPRAISAL SERVICE, INCORPORATED 401(K) PROFIT SHARING 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