Plans » Benchmarking Engine
Benchmarking Newcomb & Boyd Profit Sharing Plan in Atlanta, GA against
neutral (3)
Within 50 miles, Newcomb & Boyd Profit Sharing Plan in Atlanta, GA has the highest value of interest in registered investment companies (e.g., mutual funds) ($34.40M) of the 405 plans with at most $35,921,871 in total assets (Newcomb & Boyd Profit Sharing Plan is at $35,478,818). Those $34.40M compare to an average of $14.00M across the 405 plans.
- value of interest in registered investment companies (e.g., mutual funds). At end of plan year. A registered investment company is an investment company registered under the Investment Company Act of 1940. These are mutual funds (legally known as open-end companies), closed-end funds (legally known as closed-end companies), and UITs (legally known as unit investment trusts). Line 1c(13) from Schedule H. A missing entry from the Schedule H is here assigned a value of $0. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- total assets. At end of plan year. Line 1f(b) from Schedule H. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
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within 50 miles.
- The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
- In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.
Newcomb & Boyd Profit Sharing Plan in Atlanta, GA is in Atlanta, GA, its EIN is 580876245, its industry group is Architectural, Engineering, and Related Services, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, its business code is 541330, has 100 to 499 total participants, is worse than the overall participant averages in each of net income per total participant, employer contributions per active participant, and total administrative expense per participant, and is higher than the overall administrative medians in each of professional fees, total administrative expenses, and total administrative expense ratio.
Global References
Numeric values:
- net assets (assets minus liabilities) ($35.50M)
- total assets ($35,478,818)
- value of interest in registered investment companies (e.g., mutual funds) ($34.40M)
- total assets at beginning of plan year ($33,419,644)
- total income ($7,875,205)
- total expenses ($5,816,031)
- earnings on investments ($5,456,265)
- net earnings on investments ($5,456,265)
- total contributions ($2,418,940)
- net income ($2,059,174)
- cash contributions from participants ($1,822,786)
- value of interest in common/collective trusts ($855,944)
- cash contributions from employers ($417,410)
- average account balance ($140,232)
- professional fees ($133,006)
- total administrative expenses ($133,006)
- participant loans ($131,177)
- receivables employer contributions ($52,506)
- average participant cash contribution per active participant ($8,763)
- net income per total participant ($8,139)
- average employer cash contribution per active participant ($2,007)
- total administrative expense per participant ($525.72)
- total noninterest-bearing cash ($0)
- receivables participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- contract administrator fees ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (82.2%)
- yield on beginning-of-plan-year total assets (16.33%)
- diversity of asset types (4.7%)
- participant loans as a percentage of plan assets (0.37%)
- total administrative expense ratio (0.370%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (208)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (253)
- other retired or separated participants entitled to future benefits (45)
- retired or separated participants receiving benefits (0)
- total participants (253)
Global References