Retirement plan

BUCHALTER CASH BALANCE PENSION PLAN

Name: BUCHALTER, A PROFESSIONAL CORPORATION - BUCHALTER CASH BALANCE PENSION PLAN (2018) Form 5500
Creator: BUCHALTER, A PROFESSIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUCHALTER CASH BALANCE PENSION PLAN, BUCHALTER, A PROFESSIONAL CORPORATION

BUCHALTER, A PROFESSIONAL CORPORATIONEIN 95-2640846Plan #003PY 2018

1000 WILSHIRE BLVD SUITE 1500 - LOS ANGELES, CA 900172457213-891-0700LinkedIn11-50 employees

Other plans on this EIN

2 filings

#002Retirement-$105.4M assets #004Retirement-$14.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.7M

-26.7% from 2016

Total participants

-13.0% from 2016

Average account balance

No prior year

Annual return

-4.70%

-6.01 pp from 2016

Benchmarks

See 512 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined benefit

Participants25-99

Cohort512 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.12M

Not enough data

1 years with asset history on file

Average account balance

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

$253K

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.99M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$50K

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

+4.83%

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

1 years with F_SCH_H allocation on file

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1B1C

Plan features

1B
Benefits are primarily flat dollar
Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1.0M

$14347 / participant

Other / not subdivided$1M100.0%

% of EOY assets

9.801%

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

$68,985-100.0%

$1,035,159-100.0%

$105,125-100.0%

Participation rate

0.0%

26.0%-26.0pp

49.6%-49.6pp

14.6%-14.6pp

Annual return

-4.70%

-4.17%-0.5pp

-61.72%+57.0pp

10.56%-15.3pp

Employer contribution / active EE

$39,124

$16,396+138.6%

$47,703-18.0%

$13,643+186.8%

Participant deferral / active EE

$12-100.0%

$135-100.0%

$62-100.0%

Admin fee / account holder

$4,705-100.0%

$5,792-100.0%

$3,354-100.0%

BUCHALTER CASH BALANCE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUCHALTER CASH BALANCE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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