Retirement plan

ANGELL STREET PSYCHIATRY 401(K) PLAN

Name: ANGELL STREET PSYCHIATRY - ANGELL STREET PSYCHIATRY 401(K) PLAN (2022) 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 2022

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

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$670K

-2.4% from 2021

Total participants

-5.6% from 2021

Average account balance

$41,881

+3.7% from 2021

Annual return

-6.91%

-11.02 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$1K

$186 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.166%

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

$41,881

$167,353-75.0%

$143,797-70.9%

$134,545-68.9%

Participation rate

83.3%

84.8%-1.5pp

80.3%+3.0pp

81.2%+2.1pp

Annual return

-6.91%

0.48%-7.4pp

-0.04%-6.9pp

418.37%-425.3pp

Employer contribution / active EE

$486

$5,620-91.4%

$4,952-90.2%

$4,742-89.8%

Participant deferral / active EE

$4,784

$6,447-25.8%

$5,638-15.1%

$6,401-25.3%

Admin fee / account holder

$70

$18,096-99.6%

$14,679-99.5%

$11,431-99.4%

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