Retirement plan

JAIME T. FUKUMAE CPA PROFIT SHARING PLAN

Name: JAIME T. FUKUMAE CPA - JAIME T. FUKUMAE CPA PROFIT SHARING PLAN (2020) Form 5500
Creator: JAIME T. FUKUMAE CPA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAIME T. FUKUMAE CPA PROFIT SHARING PLAN, JAIME T. FUKUMAE CPA

JAIME T. FUKUMAE CPAEIN 94-3028136Plan #003PY 2020

3400 MT. DIABLO ROAD, STE. 17 - LAFAYETTE, CA 94549925-283-7149LinkedIn1-10 employeesaccounting

Prospect flagsHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$1.7M

+18.5% from 2019

Total participants

0.0% from 2019

Average account balance

$827,176

+18.5% from 2019

Annual return

13.63%

-8.10 pp from 2019

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.51M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$42K

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

+13.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2393

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$827,176

$165,399+400.1%

$149,745+452.4%

$158,982+420.3%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

13.63%

348.34%-334.7pp

276.72%-263.1pp

302.99%-289.4pp

Employer contribution / active EE

$34,000

$5,105+566.1%

$4,646+631.9%

$4,763+613.9%

Participant deferral / active EE

$7,183-100.0%

$6,843-100.0%

$5,983-100.0%

Admin fee / account holder

$10,811-100.0%

$9,312-100.0%

$11,252-100.0%

JAIME T. FUKUMAE CPA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JAIME T. FUKUMAE CPA 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