Retirement plan

DOVER PULMONARY ASSOCIATES, P.A. SAVINGS PLAN

Name: DOVER PULMONARY ASSOCIATES, P.A. - DOVER PULMONARY ASSOCIATES, P.A. SAVINGS PLAN (2015) Form 5500
Creator: DOVER PULMONARY ASSOCIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOVER PULMONARY ASSOCIATES, P.A. SAVINGS PLAN, DOVER PULMONARY ASSOCIATES, P.A.

DOVER PULMONARY ASSOCIATES, P.A.EIN 05-0553544Plan #001PY 2015

508 LAKEHURST ROAD, #1A - TOMS RIVER, NJ 08755732-244-5864LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$579K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$271K

No prior year

Total participants

No prior year

Average account balance

$67,646

No prior year

Annual return

-9.83%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$142K

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.67%

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

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 codes2D2E2J

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$67,646

$168,635-59.9%

$147,617-54.2%

$125,389-46.1%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-9.83%

77.65%-87.5pp

61.98%-71.8pp

282.24%-292.1pp

Employer contribution / active EE

$4,535

$6,252-27.5%

$5,564-18.5%

$4,866-6.8%

Participant deferral / active EE

$6,000

$5,507+9.0%

$4,895+22.6%

$5,352+12.1%

Admin fee / account holder

$13,580-100.0%

$11,612-100.0%

$9,541-100.0%

DOVER PULMONARY ASSOCIATES, P.A. SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DOVER PULMONARY ASSOCIATES, P.A. SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion