Retirement plan

RADIOLOGIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING PLAN

Name: RADIOLOGIC ASSOCIATES OF MIDDLETOWN, P.C. - RADIOLOGIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: RADIOLOGIC ASSOCIATES OF MIDDLETOWN, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RADIOLOGIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING PLAN, RADIOLOGIC ASSOCIATES OF MIDDLETOWN, P.C.

RADIOLOGIC ASSOCIATES OF MIDDLETOWN, P.C.EIN 06-0864510Plan #003PY 2018

57 SOUTH MAIN STREET - MIDDLETOWN, CT 064570931860-346-8481ramradiology.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$13.6M

+16.4% from 2017

Total participants

+11.8% from 2017

Average account balance

$359,106

+4.2% from 2017

Annual return

8.95%

-1.74 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.07M

Not enough data

1 years with asset history on file

Average account balance

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

$234K

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.

113.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+19.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17333

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 codes2E2G2J2T

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.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$359,106

$75,962+372.7%

$154,108+133.0%

$64,173+459.6%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

8.95%

30.32%-21.4pp

735.21%-726.3pp

7.63%+1.3pp

Employer contribution / active EE

$19,112

$3,350+470.5%

$5,298+260.8%

$2,381+702.8%

Participant deferral / active EE

$14,669

$3,175+362.1%

$5,081+188.7%

$3,470+322.8%

Admin fee / account holder

$5,589-100.0%

$13,411-100.0%

$4,887-100.0%

RADIOLOGIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RADIOLOGIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING 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