Retirement plan

WESTCHESTER-PUTNAM GASTROENTER 401 K PROFIT SHARING PLAN TRUST

Name: WESTCHESTER-PUTNAM GASTROENTER - WESTCHESTER-PUTNAM GASTROENTER 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: WESTCHESTER-PUTNAM GASTROENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTCHESTER-PUTNAM GASTROENTER 401 K PROFIT SHARING PLAN TRUST, WESTCHESTER-PUTNAM GASTROENTER

WESTCHESTER-PUTNAM GASTROENTEREIN 06-1532006Plan #001PY 2018

667 STONELEIGH AVENUE, SUITE A - CARMEL, NY 10512845-278-5223LinkedIn1-10 employeesmedical practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.6M

+1.8% from 2017

Total participants

+10.3% from 2017

Average account balance

$42,213

-28.5% from 2017

Annual return

-9.58%

-26.16 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

$3.79M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

86.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$156K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1014

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 codes2T2J3D3H2G2E2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$44 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.087%

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

$42,213

$75,962-44.4%

$154,108-72.6%

$64,173-34.2%

Participation rate

80.6%

70.4%+10.2pp

83.0%-2.4pp

69.6%+11.1pp

Annual return

-9.58%

30.32%-39.9pp

735.21%-744.8pp

7.63%-17.2pp

Employer contribution / active EE

$1,180

$3,350-64.8%

$5,298-77.7%

$2,381-50.4%

Participant deferral / active EE

$4,457

$3,175+40.4%

$5,081-12.3%

$3,470+28.5%

Admin fee / account holder

$37

$5,589-99.3%

$13,411-99.7%

$4,887-99.3%

WESTCHESTER-PUTNAM GASTROENTER 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTCHESTER-PUTNAM GASTROENTER 401 K PROFIT SHARING PLAN TRUST

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