Retirement plan

MID-VERMONT PATHOLOGY, PC 401(K) PLAN

Name: MID-VERMONT PATHOLOGY, P.C. - MID-VERMONT PATHOLOGY, PC 401(K) PLAN (2019) Form 5500
Creator: MID-VERMONT PATHOLOGY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MID-VERMONT PATHOLOGY, PC 401(K) PLAN, MID-VERMONT PATHOLOGY, P.C.

MID-VERMONT PATHOLOGY, P.C.EIN 03-0362191Plan #002PY 2019

160 ALLEN ST - RUTLAND, VT 057012903802-747-1787LinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.9M

+25.9% from 2018

Total participants

0.0% from 2018

Average account balance

$777,077

+25.9% from 2018

Annual return

21.34%

+26.25 pp from 2018

Benchmarks

See 104,318 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,318 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.07M

Not enough data

1 years with asset history on file

Average account balance

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

$1.4M

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

$196K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$65K

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

+10.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18000

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$777,077

$202,326+284.1%

$172,745+349.8%

$152,870+408.3%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.4%+17.6pp

Annual return

21.34%

1029.72%-1008.4pp

802.90%-781.6pp

345.34%-324.0pp

Employer contribution / active EE

$30,000

$5,858+412.1%

$5,144+483.2%

$4,763+529.9%

Participant deferral / active EE

$16,667

$5,948+180.2%

$5,197+220.7%

$5,850+184.9%

Admin fee / account holder

$17,110-100.0%

$13,954-100.0%

$11,597-100.0%

MID-VERMONT PATHOLOGY, PC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MID-VERMONT PATHOLOGY, PC 401(K) 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