Retirement plan

ATKINSON AND KELSEY PA PROFIT SHARING PLAN

Name: ATKINSON AND KELSEY PA - ATKINSON AND KELSEY PA PROFIT SHARING PLAN (2017) Form 5500
Creator: ATKINSON AND KELSEY PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATKINSON AND KELSEY PA PROFIT SHARING PLAN, ATKINSON AND KELSEY PA

ATKINSON AND KELSEY PAEIN 85-0277468Plan #002PY 2017

PO BOX 3070 - ALBUQUERQUE, NM 871903070505-883-3070LinkedIn11-50 employeeslaw practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+20.3% from 2016

Total participants

+4.0% from 2016

Average account balance

$69,991

+15.7% from 2016

Annual return

15.18%

+8.26 pp from 2016

Benchmarks

See 8,098 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,098 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30273

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$147 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.105%

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

$69,991

$104,251-32.9%

$91,004-23.1%

$147,586-52.6%

Participation rate

100.0%

78.2%+21.8pp

75.6%+24.4pp

82.8%+17.2pp

Annual return

15.18%

27.06%-11.9pp

4.60%+10.6pp

578.59%-563.4pp

Employer contribution / active EE

$651

$3,116-79.1%

$2,456-73.5%

$4,876-86.6%

Participant deferral / active EE

$5,506

$4,195+31.2%

$3,548+55.2%

$5,439+1.2%

Admin fee / account holder

$73

$8,948-99.2%

$5,417-98.6%

$10,886-99.3%

ATKINSON AND KELSEY PA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATKINSON AND KELSEY PA 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