Retirement plan

TACONIC ORTHOPAEDICS, P.C. 401(K) PLAN AND TRUST

Name: TACONIC ORTHOPAEDICS, P.C. - TACONIC ORTHOPAEDICS, P.C. 401(K) PLAN AND TRUST (2024) Form 5500
Creator: TACONIC ORTHOPAEDICS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TACONIC ORTHOPAEDICS, P.C. 401(K) PLAN AND TRUST, TACONIC ORTHOPAEDICS, P.C.

TACONIC ORTHOPAEDICS, P.C.EIN 03-0273152Plan #001PY 2024

3505 RICHVILLE ROAD - MANCHESTER CENTER, VT 05255802-366-1144LinkedIn1-10 employeesdefense & space

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.9M

+26.7% from 2023

Total participants

+22.2% from 2023

Average account balance

$168,815

+3.7% from 2023

Annual return

23.16%

-0.11 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.86M

Not enough data

1 years with asset history on file

Average account balance

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

$169K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+23.16%

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 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

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

$168,815

$183,539-8.0%

$155,556+8.5%

$145,897+15.7%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

23.16%

61.31%-38.2pp

64.84%-41.7pp

552.29%-529.1pp

Employer contribution / active EE

$2,822

$5,315-46.9%

$4,675-39.6%

$4,663-39.5%

Participant deferral / active EE

$4,618

$6,467-28.6%

$5,631-18.0%

$6,689-31.0%

Admin fee / account holder

$19,275-100.0%

$15,885-100.0%

$13,390-100.0%

TACONIC ORTHOPAEDICS, P.C. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TACONIC ORTHOPAEDICS, P.C. 401(K) PLAN AND TRUST

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