Retirement plan

SAM MOSKOWITZ, M.D., P.C. CROSS-TESTED 401(K) PLAN

Name: SAM MOSKOWITZ, M.D., P.C. - SAM MOSKOWITZ, M.D., P.C. CROSS-TESTED 401(K) PLAN (2017) Form 5500
Creator: SAM MOSKOWITZ, M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAM MOSKOWITZ, M.D., P.C. CROSS-TESTED 401(K) PLAN, SAM MOSKOWITZ, M.D., P.C.

SAM MOSKOWITZ, M.D., P.C.EIN 02-0707730Plan #002PY 2017

2035 RALPH AVE., SUITE A2 - BROOKLYN, NY 11234718-338-2621LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$356K

+74.7% from 2016

Total participants

+20.0% from 2016

Average account balance

$59,346

+45.5% from 2016

Annual return

13.72%

+8.26 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$188K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

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

+4.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$53124

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 codes2E2J3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$3K

$614 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.862%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$59,346

$198,457-70.1%

$170,435-65.2%

$147,586-59.8%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

13.72%

257.30%-243.6pp

205.94%-192.2pp

578.59%-564.9pp

Employer contribution / active EE

$10,141

$6,183+64.0%

$5,432+86.7%

$4,876+108.0%

Participant deferral / active EE

$14,704

$5,629+161.2%

$4,939+197.7%

$5,439+170.4%

Admin fee / account holder

$512

$16,852-97.0%

$13,881-96.3%

$10,886-95.3%

SAM MOSKOWITZ, M.D., P.C. CROSS-TESTED 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAM MOSKOWITZ, M.D., P.C. CROSS-TESTED 401(K) 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