Benchmarking Martin Gottlieb & Associates LLC 401(K) Profit Sharing Plan in Dallas, TX against all plans
Martin Gottlieb & Associates LLC 401(K) Profit Sharing Plan in Dallas, TX has the least in cash contributions from participants ($0) of the 362 plans in the Southwest that are covered by a fidelity bond and not collectively-bargained. Those $0 compare to an average of $166,558 across the 362 plans.
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Peers
tied with Great American Title Company 401(K) Plan in Tomball, TX, GP Mobile, LLC Retirement Plan in Dallas, TX, Sirius Computer Solutions, Inc. 401(K) Retirement Plan in San Antonio, TX, Amazing Grace Personal Care Services 401(K) Profit Sharing Plan and Trust in Rio Rancho, NM, and 5 others, all with $0.
outdid Angry Crab Shack 401(K) Plan for Restaurant Staff in Mesa, AZ ($132), D. M. Dickason Staff Leasing Company 401(K) Plan in El Paso, TX ($150), Riven Rock Staffing 401(K) Plan in Albuquerque, NM ($229), and PDS 401(K) Plan for Maritime Sector Employees in Irving, TX ($460), and 348 others, ending with Exterran 401(K) Plan in Houston, TX ($2,474,306).
outdid Angry Crab Shack 401(K) Plan for Restaurant Staff in Mesa, AZ ($132), D. M. Dickason Staff Leasing Company 401(K) Plan in El Paso, TX ($150), Riven Rock Staffing 401(K) Plan in Albuquerque, NM ($229), and PDS 401(K) Plan for Maritime Sector Employees in Irving, TX ($460), and 348 others, ending with Exterran 401(K) Plan in Houston, TX ($2,474,306).
References
- collectively-bargained. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- cash contributions from participants. Includes the total cash contributions received and/or (for accrual basis plans) due to be received. Line 2a(1)(B) from Schedule H. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- covered by a fidelity bond. A 'yes' value is good. Line 4e from Schedule H. A plan is covered by a fidelity bond only if the plan itself (as opposed to the plan sponsor or administrator) is a named insured under a fidelity bond from an approved surety covering plan officials and that protects the plan from losses due to fraud or dishonesty as described in 29 CFR Part 2580. Generally, every plan official of an employee benefit plan who ‘‘handles’’ funds or other property of such plan must be bonded. Generally, a person shall be deemed to be ‘‘handling’’ funds or other property of a plan, so as to require bonding, whenever his or her duties or activities with respect to given funds are such that there is a risk that such funds could be lost in the event of fraud or dishonesty on the part of such person, acting either alone or in collusion with others. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- in region. The 9 regions with their corresponding states or other geographic entities are: New England (CT ME MA NH RI VT), Mid Atlantic (DE DC MD NJ NY PA), Great Lakes (IL IN MI OH WI), Plains (IA KS MN MO NE ND SD), Southeast (AL AR FL GA KY LA MS NC SC TN VA WV), Southwest (AZ NM OK TX), Rocky Mountains (CO ID MT UT WY), Far West (AK CA HI NV OR WA), and Outlying Areas (VI PR GU AS MP). Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.