Retirement plan

CARDIAC ARRHYTHMIA SPECIALIST, P.C. 401(K) PENSION PLAN

Name: CARDIAC ARRHYTHMIA SPECIALIST, P.C. - CARDIAC ARRHYTHMIA SPECIALIST, P.C. 401(K) PENSION PLAN (2019) Form 5500
Creator: CARDIAC ARRHYTHMIA SPECIALIST, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARDIAC ARRHYTHMIA SPECIALIST, P.C. 401(K) PENSION PLAN, CARDIAC ARRHYTHMIA SPECIALIST, P.C.

CARDIAC ARRHYTHMIA SPECIALIST, P.C.EIN 02-0635767Plan #002PY 2019

54 FORREST HILLS WAY - CEDAR GROVE, NJ 07009973-239-2920

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$844K

+45.1% from 2018

Total participants

0.0% from 2018

Average account balance

$210,967

+45.1% from 2018

Annual return

21.96%

+28.72 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

$1.95M

Not enough data

1 years with asset history on file

Average account balance

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

$217K

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.

90.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$164K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+22.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$410

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$210,967

$202,342+4.3%

$172,753+22.1%

$152,909+38.0%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

21.96%

1029.88%-1007.9pp

803.00%-781.0pp

345.46%-323.5pp

Employer contribution / active EE

$22,600

$5,857+285.8%

$5,144+339.4%

$4,764+374.4%

Participant deferral / active EE

$11,000

$5,948+84.9%

$5,198+111.6%

$5,851+88.0%

Admin fee / account holder

$17,112-100.0%

$13,956-100.0%

$11,601-100.0%

CARDIAC ARRHYTHMIA SPECIALIST, P.C. 401(K) PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CARDIAC ARRHYTHMIA SPECIALIST, P.C. 401(K) PENSION 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