Retirement plan

RALPH J. LAGUARDIA, M.D., P.C. 401(K) PROFIT SHARING PLAN

Name: RALPH J. LAGUARDIA, M.D., P.C. - RALPH J. LAGUARDIA, M.D., P.C. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: RALPH J. LAGUARDIA, M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RALPH J. LAGUARDIA, M.D., P.C. 401(K) PROFIT SHARING PLAN, RALPH J. LAGUARDIA, M.D., P.C.

RALPH J. LAGUARDIA, M.D., P.C.EIN 06-1534735Plan #001PY 2019

10 HIGGINS HIGHWAY, SUITE 4 - MANSFIELD CENTER, CT 06250860-456-7101LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$150K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$860K

+27.7% from 2018

Total participants

+28.6% from 2018

Average account balance

$95,583

-0.7% from 2018

Annual return

18.91%

+24.70 pp from 2018

Benchmarks

See 104,325 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,325 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$605K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

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

+8.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$157

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J2T3D

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$382 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.311%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$95,583

$202,318-52.8%

$172,739-44.7%

$152,861-37.5%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.4%+17.6pp

Annual return

18.91%

1029.65%-1010.7pp

802.84%-783.9pp

345.32%-326.4pp

Employer contribution / active EE

$3,884

$5,856-33.7%

$5,143-24.5%

$4,762-18.4%

Participant deferral / active EE

$4,561

$5,948-23.3%

$5,198-12.3%

$5,850-22.0%

Admin fee / account holder

$297

$17,109-98.3%

$13,954-97.9%

$11,596-97.4%

RALPH J. LAGUARDIA, M.D., P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RALPH J. LAGUARDIA, M.D., 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