Retirement plan

AFFILIATES IN FOOT CARE, P.C. PROFIT SHARING TRUST

Name: AFFILIATES IN FOOT CARE, P.C. - AFFILIATES IN FOOT CARE, P.C. PROFIT SHARING TRUST (2019) Form 5500
Creator: AFFILIATES IN FOOT CARE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AFFILIATES IN FOOT CARE, P.C. PROFIT SHARING TRUST, AFFILIATES IN FOOT CARE, P.C.

AFFILIATES IN FOOT CARE, P.C.EIN 04-3109261Plan #003PY 2019

100 UNICORN PARK, SUITE 3 - WOBURN, MA 01801781-979-0919LinkedIn1-10 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$866K

+31.0% from 2018

Total participants

+23.1% from 2018

Average account balance

$54,113

+6.4% from 2018

Annual return

22.70%

+27.99 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-105.02%

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$520 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.541%

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

$54,113

$202,342-73.3%

$172,753-68.7%

$152,909-64.6%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

22.70%

1029.88%-1007.2pp

803.00%-780.3pp

345.46%-322.8pp

Employer contribution / active EE

$2,371

$5,857-59.5%

$5,144-53.9%

$4,764-50.2%

Participant deferral / active EE

$3,703

$5,948-37.8%

$5,198-28.8%

$5,851-36.7%

Admin fee / account holder

$293

$17,112-98.3%

$13,956-97.9%

$11,601-97.5%

AFFILIATES IN FOOT CARE, P.C. PROFIT SHARING TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AFFILIATES IN FOOT CARE, P.C. PROFIT SHARING TRUST

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