Retirement plan

GREATER NEWBURYPORT EMERGENCY PHYSICIANS, INC. 401(K) PROFIT SHARING PLAN

Name: GREATER NEWBURYPORT EMERGENCY PHYSICIANS - GREATER NEWBURYPORT EMERGENCY PHYSICIANS, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: GREATER NEWBURYPORT EMERGENCY PHYSICIANS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREATER NEWBURYPORT EMERGENCY PHYSICIANS, INC. 401(K) PROFIT SHARING PLAN, GREATER NEWBURYPORT EMERGENCY PHYSICIANS

GREATER NEWBURYPORT EMERGENCY PHYSICIANSEIN 04-3445029Plan #002PY 2019

8 OAK PARK DRIVE - BEDFORD, MA 017300000781-280-1520LinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.6M

+39.9% from 2018

Total participants

-5.3% from 2018

Average account balance

$144,811

+47.6% from 2018

Annual return

25.05%

+31.22 pp from 2018

Benchmarks

See 104,325 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,325 peers

Snapshot2019

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

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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

$162K

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

-1.87%

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

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

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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 codes2E2F2G2J2R3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$213 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.123%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$144,811

$202,318-28.4%

$172,739-16.2%

$152,861-5.3%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.4%+17.6pp

Annual return

25.05%

1029.65%-1004.6pp

802.84%-777.8pp

345.32%-320.3pp

Employer contribution / active EE

$4,746

$5,856-19.0%

$5,143-7.7%

$4,762-0.3%

Participant deferral / active EE

$13,817

$5,948+132.3%

$5,198+165.8%

$5,850+136.2%

Admin fee / account holder

$178

$17,109-99.0%

$13,954-98.7%

$11,596-98.5%

GREATER NEWBURYPORT EMERGENCY PHYSICIANS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREATER NEWBURYPORT EMERGENCY PHYSICIANS, INC. 401(K) PROFIT SHARING 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