Retirement plan

CONAHAN LAW GROUP LLLC 401(K) PROFIT-SHARING PLAN

Name: CONAHAN LAW GROUP LLLC - CONAHAN LAW GROUP LLLC 401(K) PROFIT-SHARING PLAN (2024) Form 5500
Creator: CONAHAN LAW GROUP LLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONAHAN LAW GROUP LLLC 401(K) PROFIT-SHARING PLAN, CONAHAN LAW GROUP LLLC

CONAHAN LAW GROUP LLLCEIN 84-4900205Plan #001PY 2024

737 BISHOP ST STE 2820 - HONOLULU, HI 968133219808-524-8099

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$174K

+48.5% from 2023

Total participants

0.0% from 2023

Average account balance

$87,190

+48.5% from 2023

Annual return

20.52%

-5.10 pp from 2023

Benchmarks

See 143,710 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$174K

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+20.52%

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 codes2E2G2J2R

Plan features

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$87,190

$160,040-45.5%

$147,096-40.7%

$145,877-40.2%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

20.52%

98.49%-78.0pp

419.75%-399.2pp

551.28%-530.8pp

Employer contribution / active EE

$1,440

$5,289-72.8%

$4,936-70.8%

$4,663-69.1%

Participant deferral / active EE

$15,000

$8,429+78.0%

$8,071+85.8%

$6,691+124.2%

Admin fee / account holder

$15,050-100.0%

$13,005-100.0%

$13,402-100.0%

CONAHAN LAW GROUP LLLC 401(K) PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CONAHAN LAW GROUP LLLC 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