Retirement plan

VERMA LAW FIRM 401(K) PROFIT SHARING PLAN

Name: VERMA LAW FIRM - VERMA LAW FIRM 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: VERMA LAW FIRM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VERMA LAW FIRM 401(K) PROFIT SHARING PLAN, VERMA LAW FIRM

VERMA LAW FIRMEIN 94-3354183Plan #001PY 2015

1754 TECHNOLOGY DRIVE., SUITE 214 - SAN JOSE, CA 95110408-436-1010

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$201K

No prior year

Total participants

No prior year

Average account balance

$40,113

No prior year

Annual return

0.62%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.18M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$168K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+15.13%

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

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

$40,113

$127,387-68.5%

$115,038-65.1%

$125,389-68.0%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

0.62%

31.28%-30.7pp

26.14%-25.5pp

282.24%-281.6pp

Employer contribution / active EE

$9,977

$5,166+93.1%

$4,608+116.5%

$4,866+105.0%

Participant deferral / active EE

$4,800

$6,423-25.3%

$6,026-20.4%

$5,352-10.3%

Admin fee / account holder

$9,516-100.0%

$8,175-100.0%

$9,541-100.0%

VERMA LAW FIRM 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VERMA LAW FIRM 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