Retirement plan

THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS

Name: ADELE BRADY BOLSON CPA PS - THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS (2023) Form 5500
Creator: ADELE BRADY BOLSON CPA PS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS, ADELE BRADY BOLSON CPA PS

ADELE BRADY BOLSON CPA PSEIN 91-1619397Plan #002PY 2023

2330 - 130TH AVE NE STE 200 - BELLEVUE, WA 98005425-556-0223LinkedIn1-10 employeesaccounting

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$853K

+54.0% from 2022

Total participants

0.0% from 2022

Average account balance

$426,294

+54.0% from 2022

Annual return

45.76%

+88.45 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1000K

Not enough data

1 years with asset history on file

Average account balance

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

$500K

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

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+12.27%

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 codes2E2J2G

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.

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

$426,294

$148,623+186.8%

$135,974+213.5%

$139,466+205.7%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

45.76%

79.30%-33.5pp

68.30%-22.5pp

373.66%-327.9pp

Employer contribution / active EE

$3,386

$5,246-35.5%

$4,859-30.3%

$4,754-28.8%

Participant deferral / active EE

$19,383

$8,103+139.2%

$7,760+149.8%

$6,712+188.8%

Admin fee / account holder

$12,406-100.0%

$10,767-100.0%

$11,409-100.0%

THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS

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