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 (2023) 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 CEIN 03-0273152Plan #001PY 2023

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

+34.2% from 2022

Total participants

+28.6% from 2022

Average account balance

$162,837

+4.4% from 2022

Annual return

23.27%

+39.07 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

$162,837

$175,259-7.1%

$149,723+8.8%

$139,487+16.7%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

23.27%

166.82%-143.6pp

134.50%-111.2pp

373.84%-350.6pp

Employer contribution / active EE

$16,433

$5,478+200.0%

$4,821+240.8%

$4,755+245.6%

Participant deferral / active EE

$7,414

$6,522+13.7%

$5,682+30.5%

$6,713+10.4%

Admin fee / account holder

$16,158-100.0%

$13,215-100.0%

$11,407-100.0%

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