Retirement plan

ORLANDO GASTROENTEROLOGY PROFIT SHARING PLAN

Name: ORLANDO GASTROENTEROLOGY - ORLANDO GASTROENTEROLOGY PROFIT SHARING PLAN (2019) Form 5500
Creator: ORLANDO GASTROENTEROLOGY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORLANDO GASTROENTEROLOGY PROFIT SHARING PLAN, ORLANDO GASTROENTEROLOGY

ORLANDO GASTROENTEROLOGYEIN 01-0635089Plan #003PY 2019

1507 S HIAWASSEE RD. STE 105 - ORLANDO, FL 328355706407-445-9224orlandogastro.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$1.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$738K

+36.0% from 2018

Total participants

+26.7% from 2018

Average account balance

$38,853

+7.4% from 2018

Annual return

23.75%

-755.91 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.06M

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

276.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+1.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$196

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 codes2D2E2G2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
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.
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.
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

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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

$38,853

$202,342-80.8%

$172,753-77.5%

$152,909-74.6%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

23.75%

1029.88%-1006.1pp

803.00%-779.2pp

345.46%-321.7pp

Employer contribution / active EE

$3,259

$5,857-44.4%

$5,144-36.6%

$4,764-31.6%

Participant deferral / active EE

$2,540

$5,948-57.3%

$5,198-51.1%

$5,851-56.6%

Admin fee / account holder

-$445

$17,112-102.6%

$13,956-103.2%

$11,601-103.8%

ORLANDO GASTROENTEROLOGY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORLANDO GASTROENTEROLOGY 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