Retirement plan

LAW OFFICES OF JOSEPH Y. AVRAHAMY, 401(K) PROFIT SHARING PLAN

Name: LAW OFFICES OF JOSEPH Y. AVRAHAMY - LAW OFFICES OF JOSEPH Y. AVRAHAMY, 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: LAW OFFICES OF JOSEPH Y. AVRAHAMY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAW OFFICES OF JOSEPH Y. AVRAHAMY, 401(K) PROFIT SHARING PLAN, LAW OFFICES OF JOSEPH Y. AVRAHAMY

LAW OFFICES OF JOSEPH Y. AVRAHAMYEIN 95-4741168Plan #002PY 2017

16530 VENTURA BLVD, SUITE 208 - ENCINO, CA 91436818-990-1757jyalaw.comLinkedIn1-10 employeeslaw practice

Other plans on this EIN

1 filing

#001Retirement-$1.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$443K

+20.5% from 2016

Total participants

-20.0% from 2016

Average account balance

$110,814

+50.6% from 2016

Annual return

17.67%

+11.09 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$891K

Not enough data

1 years with asset history on file

Average account balance

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

$178K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9K

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

+22.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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 codes2E2J2R3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.

Expense breakdown

Schedule H Part II

Admin total

$32

$11 / participant

Other / not subdivided$32100.0%

% of EOY assets

0.007%

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

$110,814

$150,442-26.3%

$136,295-18.7%

$147,585-24.9%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

17.67%

1049.09%-1031.4pp

5155.97%-5138.3pp

578.56%-560.9pp

Employer contribution / active EE

$3,496

$5,256-33.5%

$4,695-25.6%

$4,876-28.3%

Participant deferral / active EE

$6,630-100.0%

$6,247-100.0%

$5,439-100.0%

Admin fee / account holder

$10,905-99.9%

$9,243-99.9%

$10,885-99.9%

LAW OFFICES OF JOSEPH Y. AVRAHAMY, 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAW OFFICES OF JOSEPH Y. AVRAHAMY, 401(K) 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