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 (2020) 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 2020

332 DEWEY STREET - BENNINGTON, VT 05201802-442-6314LinkedIn1-10 employeesdefense & space

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1M

+29.1% from 2019

Total participants

0.0% from 2019

Average account balance

$125,162

+29.1% from 2019

Annual return

18.49%

-6.05 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.22M

Not enough data

1 years with asset history on file

Average account balance

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

$222K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+17.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1734

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

$125,162

$209,422-40.2%

$178,503-29.9%

$158,982-21.3%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

18.49%

188.81%-170.3pp

151.12%-132.6pp

302.99%-284.5pp

Employer contribution / active EE

$9,397

$5,707+64.7%

$5,011+87.5%

$4,763+97.3%

Participant deferral / active EE

$4,333

$5,955-27.2%

$5,202-16.7%

$5,983-27.6%

Admin fee / account holder

$17,079-100.0%

$13,987-100.0%

$11,252-100.0%

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