Retirement plan

KALOGERIS PHYSICAL THERAPY CEN 401(K) PROFIT SHARING PLAN & TRUST

Name: KALOGERIS PHYSICAL THERAPY CEN - KALOGERIS PHYSICAL THERAPY CEN 401(K) PROFIT SHARING PLAN & TRUST (2022) Form 5500
Creator: KALOGERIS PHYSICAL THERAPY CEN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KALOGERIS PHYSICAL THERAPY CEN 401(K) PROFIT SHARING PLAN & TRUST, KALOGERIS PHYSICAL THERAPY CEN

KALOGERIS PHYSICAL THERAPY CENEIN 04-3175443Plan #003PY 2022

35 BEDFORD ST STE 9 - LEXINGTON, MA 024204439781-863-1801kalogerispt.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

-7.1% from 2021

Total participants

-25.0% from 2021

Average account balance

$401,487

-7.1% from 2021

Annual return

-12.03%

-31.54 pp from 2021

Benchmarks

See 106,006 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,006 peers

Snapshot2022

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.08M

Not enough data

1 years with asset history on file

Average account balance

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

$519K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+14.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Expense breakdown

Schedule H Part II

Admin total

$120

$40 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.010%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$401,487

$167,307+140.0%

$143,757+179.3%

$134,475+198.6%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-12.03%

0.46%-12.5pp

-0.04%-12.0pp

417.96%-430.0pp

Employer contribution / active EE

$2,484

$5,619-55.8%

$4,951-49.8%

$4,740-47.6%

Participant deferral / active EE

$18,647

$6,446+189.3%

$5,637+230.8%

$6,400+191.4%

Admin fee / account holder

$40

$18,088-99.8%

$14,673-99.7%

$11,426-99.6%

KALOGERIS PHYSICAL THERAPY CEN 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KALOGERIS PHYSICAL THERAPY CEN 401(K) PROFIT SHARING PLAN & 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