Retirement plan

R LESLIE SHELTON MD PC 401(K) PROFIT SHARING PLAN AND TRUST

Name: R LESLIE SHELTON MD PC - R LESLIE SHELTON MD PC 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: R LESLIE SHELTON MD PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R LESLIE SHELTON MD PC 401(K) PROFIT SHARING PLAN AND TRUST, R LESLIE SHELTON MD PC

R LESLIE SHELTON MD PCEIN 04-3534238Plan #001PY 2018

100 HOSPITAL ROAD, SUITE 2B - LEOMINSTER, MA 01453978-840-6481LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$318K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

-0.7% from 2017

Total participants

-8.3% from 2017

Average account balance

$140,026

-10.6% from 2017

Annual return

-7.47%

-27.99 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.87M

Not enough data

1 years with asset history on file

Average account balance

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

$352K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$144K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+20.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$161

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 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

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

$997

$111 / participant

Other / not subdivided$997100.0%

% of EOY assets

0.071%

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

$140,026

$180,462-22.4%

$154,111-9.1%

$135,379+3.4%

Participation rate

88.9%

87.4%+1.5pp

83.0%+5.9pp

82.6%+6.2pp

Annual return

-7.47%

888.17%-895.6pp

735.18%-742.6pp

519.79%-527.3pp

Employer contribution / active EE

$2,997

$6,036-50.3%

$5,298-43.4%

$4,779-37.3%

Participant deferral / active EE

$7,733

$5,806+33.2%

$5,081+52.2%

$5,609+37.9%

Admin fee / account holder

$100

$16,145-99.4%

$13,411-99.3%

$10,828-99.1%

R LESLIE SHELTON MD PC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

R LESLIE SHELTON MD PC 401(K) PROFIT SHARING PLAN AND 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