Retirement plan

GREENWOOD VILLAGE FAMILY MEDICINE, P.C. 401(K) PLAN

Name: GREENWOOD VILLAGE FAMILY MEDICINE - GREENWOOD VILLAGE FAMILY MEDICINE, P.C. 401(K) PLAN (2019) Form 5500
Creator: GREENWOOD VILLAGE FAMILY MEDICINE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENWOOD VILLAGE FAMILY MEDICINE, P.C. 401(K) PLAN, GREENWOOD VILLAGE FAMILY MEDICINE

GREENWOOD VILLAGE FAMILY MEDICINEEIN 02-0591048Plan #001PY 2019

8200 EAST BELLEVIEW AVE STE 204-C - GREENWOOD VILLAGE, CO 80111303-221-5700aspirefamilymedicine.comLinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$493K

+19.8% from 2018

Total participants

0.0% from 2018

Average account balance

$246,566

No prior year

Annual return

14.93%

+20.89 pp from 2018

Benchmarks

See 104,312 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,312 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$681K

Not enough data

1 years with asset history on file

Average account balance

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

$681K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+7.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3B

Plan features

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$246,566

$202,345+21.9%

$172,755+42.7%

$152,885+61.3%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

14.93%

1029.77%-1014.8pp

802.94%-788.0pp

345.39%-330.5pp

Employer contribution / active EE

$3,506

$5,858-40.1%

$5,144-31.8%

$4,763-26.4%

Participant deferral / active EE

$6,600

$5,948+11.0%

$5,198+27.0%

$5,851+12.8%

Admin fee / account holder

$17,111-100.0%

$13,955-100.0%

$11,598-100.0%

GREENWOOD VILLAGE FAMILY MEDICINE, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GREENWOOD VILLAGE FAMILY MEDICINE, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion