Retirement plan

PEDIATRIC ASSOCIATES OF CHESHIRE, P.C. 401(K) PROFIT SHARING PLAN

Name: PEDIATRIC ASSOCIATES OF CHESHIRE, P.C. - PEDIATRIC ASSOCIATES OF CHESHIRE, P.C. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: PEDIATRIC ASSOCIATES OF CHESHIRE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEDIATRIC ASSOCIATES OF CHESHIRE, P.C. 401(K) PROFIT SHARING PLAN, PEDIATRIC ASSOCIATES OF CHESHIRE, P.C.

PEDIATRIC ASSOCIATES OF CHESHIRE, P.C.EIN 06-0983364Plan #001PY 2025

435 HIGHLAND AVENUE - SUITE 110 - CHESHIRE, CT 06410203-272-0396pedicheshire.comLinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.7M

+21.3% from 2024

Total participants

+18.8% from 2024

Average account balance

$142,459

+2.1% from 2024

Annual return

11.67%

+0.20 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.71M

Not enough data

1 years with asset history on file

Average account balance

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

$142K

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$214K

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

+11.67%

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

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

$142,459

$185,312-23.1%

$161,489-11.8%

$154,746-7.9%

Participation rate

100.0%

82.5%+17.5pp

78.7%+21.3pp

80.7%+19.3pp

Annual return

11.67%

103.84%-92.2pp

89.72%-78.0pp

172.34%-160.7pp

Employer contribution / active EE

$4,744

$4,769-0.5%

$4,268+11.1%

$4,379+8.3%

Participant deferral / active EE

$9,527

$6,350+50.0%

$5,630+69.2%

$6,730+41.6%

Admin fee / account holder

$18,654-100.0%

$16,006-100.0%

$14,365-100.0%

PEDIATRIC ASSOCIATES OF CHESHIRE, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PEDIATRIC ASSOCIATES OF CHESHIRE, 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