Retirement plan

LAW OFFICES OF STUART D. ZIMRING 401K PROFIT SHARING PLAN

Name: LAW OFFICES OF STUART D. ZIMRING - LAW OFFICES OF STUART D. ZIMRING 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: LAW OFFICES OF STUART D. ZIMRING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAW OFFICES OF STUART D. ZIMRING 401K PROFIT SHARING PLAN, LAW OFFICES OF STUART D. ZIMRING

LAW OFFICES OF STUART D. ZIMRINGEIN 95-6515171Plan #001PY 2016

16133 VENTURA BOULEVARD, SUITE 1075 - ENCINO, CA 91436818-755-4848LinkedIn1-10 employees

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$410K

No prior year

Total participants

No prior year

Average account balance

$205,097

No prior year

Annual return

8.58%

No prior year

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$871K

Not enough data

1 years with asset history on file

Average account balance

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

$218K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$895

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

+11.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1044

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 codes2E2F2G2H3B3D

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$63K

$21061 / participant

Other / not subdivided$63K100.0%

% of EOY assets

15.403%

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

$205,097

$135,956+50.9%

$123,894+65.5%

$273,972-25.1%

Participation rate

66.7%

84.1%-17.4pp

81.4%-14.7pp

83.0%-16.3pp

Annual return

8.58%

56.63%-48.0pp

47.52%-38.9pp

41.46%-32.9pp

Employer contribution / active EE

$1,099

$5,170-78.7%

$4,617-76.2%

$4,869-77.4%

Participant deferral / active EE

$2,000

$6,343-68.5%

$5,984-66.6%

$5,287-62.2%

Admin fee / account holder

$31,592

$9,817+221.8%

$8,357+278.0%

$10,133+211.8%

LAW OFFICES OF STUART D. ZIMRING 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAW OFFICES OF STUART D. ZIMRING 401K 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