Retirement plan

GENERATIONS OBSTETRICS & GYNECOLOGY, P.C. 401(K) PROFIT SHARING PLAN

Name: GENERATIONS OBSTETRICS & GYNECOLOGY, P.C. - GENERATIONS OBSTETRICS & GYNECOLOGY, P.C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: GENERATIONS OBSTETRICS & GYNECOLOGY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GENERATIONS OBSTETRICS & GYNECOLOGY, P.C. 401(K) PROFIT SHARING PLAN, GENERATIONS OBSTETRICS & GYNECOLOGY, P.C.

GENERATIONS OBSTETRICS & GYNECOLOGY, P.C.EIN 06-1173761Plan #001PY 2017

2446 WHITNEY AVENUE - HAMDEN, CT 06518203-248-4461generationsobgynct.comLinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.9M

+22.9% from 2016

Total participants

+3.1% from 2016

Average account balance

$237,977

+19.2% from 2016

Annual return

15.48%

+7.05 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.38M

Not enough data

1 years with asset history on file

Average account balance

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

$288K

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.

172.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$642K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+18.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$233

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 codes2E2G2J3C

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$10K

$358 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.123%

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

$237,977

$84,236+182.5%

$170,435+39.6%

$70,126+239.4%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

15.48%

23.06%-7.6pp

205.94%-190.5pp

73.15%-57.7pp

Employer contribution / active EE

$11,607

$3,387+242.7%

$5,432+113.7%

$2,343+395.5%

Participant deferral / active EE

$6,405

$3,086+107.6%

$4,939+29.7%

$3,332+92.2%

Admin fee / account holder

$293

$5,698-94.9%

$13,881-97.9%

$4,645-93.7%

GENERATIONS OBSTETRICS & GYNECOLOGY, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GENERATIONS OBSTETRICS & GYNECOLOGY, P.C. 401(K) PROFIT SHARING 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