Retirement plan

EUGENE MERECKI, MD, PC PROFIT SHARING/401(K) PLAN

Name: EUGENE MERECKI, MD, PC - EUGENE MERECKI, MD, PC PROFIT SHARING/401(K) PLAN (2017) Form 5500
Creator: EUGENE MERECKI, MD, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EUGENE MERECKI, MD, PC PROFIT SHARING/401(K) PLAN, EUGENE MERECKI, MD, PC

EUGENE MERECKI, MD, PCEIN 03-0488589Plan #001PY 2017

6 MEDICAL PARK DRIVE, SUITE 208 - MALTA, NY 120205053518-899-2632

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$600K

+44.4% from 2016

Total participants

+325.0% from 2016

Average account balance

$37,529

-63.9% from 2016

Annual return

21.11%

+13.58 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

$1.70M

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+16.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1516

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$108 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.234%

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

$37,529

$198,457-81.1%

$170,435-78.0%

$147,586-74.6%

Participation rate

92.3%

88.0%+4.3pp

83.6%+8.7pp

82.8%+9.5pp

Annual return

21.11%

257.30%-236.2pp

205.94%-184.8pp

578.59%-557.5pp

Employer contribution / active EE

$2,873

$6,183-53.5%

$5,432-47.1%

$4,876-41.1%

Participant deferral / active EE

$4,610

$5,629-18.1%

$4,939-6.7%

$5,439-15.2%

Admin fee / account holder

$88

$16,852-99.5%

$13,881-99.4%

$10,886-99.2%

EUGENE MERECKI, MD, PC PROFIT SHARING/401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EUGENE MERECKI, MD, PC PROFIT SHARING/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