Retirement plan

ANGELL STREET PSYCHIATRY 401(K) PLAN

Name: ANGELL STREET PSYCHIATRY - ANGELL STREET PSYCHIATRY 401(K) PLAN (2018) Form 5500
Creator: ANGELL STREET PSYCHIATRY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANGELL STREET PSYCHIATRY 401(K) PLAN, ANGELL STREET PSYCHIATRY

ANGELL STREET PSYCHIATRYEIN 05-0468084Plan #001PY 2018

33 COLLEGE HILL RD UNIT 29 - WARWICK, RI 02886401-398-1075angellstreetpsychiatry.comLinkedIn11-50 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$569K

+2.7% from 2017

Total participants

0.0% from 2017

Average account balance

$51,698

+2.7% from 2017

Annual return

-3.87%

-19.60 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$777K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

155.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+4.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24

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

$300

$33 / participant

Other / not subdivided$300100.0%

% of EOY assets

0.053%

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

$51,698

$180,459-71.4%

$154,108-66.5%

$135,380-61.8%

Participation rate

77.8%

87.4%-9.6pp

83.0%-5.3pp

82.6%-4.9pp

Annual return

-3.87%

888.21%-892.1pp

735.21%-739.1pp

519.81%-523.7pp

Employer contribution / active EE

$1,668

$6,035-72.4%

$5,298-68.5%

$4,779-65.1%

Participant deferral / active EE

$2,352

$5,806-59.5%

$5,081-53.7%

$5,609-58.1%

Admin fee / account holder

$27

$16,145-99.8%

$13,411-99.8%

$10,828-99.7%

ANGELL STREET PSYCHIATRY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANGELL STREET PSYCHIATRY 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