Retirement plan

CURTIS L. POWERS-ACKLEY, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Name: CURTIS L. POWERS-ACKLEY, P.C. - CURTIS L. POWERS-ACKLEY, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: CURTIS L. POWERS-ACKLEY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CURTIS L. POWERS-ACKLEY, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN, CURTIS L. POWERS-ACKLEY, P.C.

CURTIS L. POWERS-ACKLEY, P.C.EIN 84-1545831Plan #001PY 2016

555 RIVERGATE LANE, SUITE B1-105 - DURANGO, CO 81301970-247-8232cpa2pc.comLinkedIn1-10 employeesaccounting

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$778K

+13.4% from 2015

Total participants

0.0% from 2015

Average account balance

$259,470

+13.4% from 2015

Annual return

4.24%

+17.49 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

$1.50M

Not enough data

1 years with asset history on file

Average account balance

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

$376K

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

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+21.70%

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 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

1 tripped

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

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

$259,470

$135,956+90.8%

$123,894+109.4%

$273,972-5.3%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

4.24%

56.63%-52.4pp

47.52%-43.3pp

41.46%-37.2pp

Employer contribution / active EE

$10,471

$5,170+102.5%

$4,617+126.8%

$4,869+115.1%

Participant deferral / active EE

$10,400

$6,343+64.0%

$5,984+73.8%

$5,287+96.7%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

CURTIS L. POWERS-ACKLEY, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CURTIS L. POWERS-ACKLEY, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN

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