Retirement plan

SUFFOLK NEPHROLOGY ASSOCIATES P.C. RETIREMENT TRUST (PROFIT SHARING PLAN)

Name: SUFFOLK NEPHROLOGY ASSOCIATES P.C. - SUFFOLK NEPHROLOGY ASSOCIATES P.C. RETIREMENT TRUST (PROFIT SHARING PLAN) (2025) Form 5500
Creator: SUFFOLK NEPHROLOGY ASSOCIATES P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUFFOLK NEPHROLOGY ASSOCIATES P.C. RETIREMENT TRUST (PROFIT SHARING PLAN), SUFFOLK NEPHROLOGY ASSOCIATES P.C.

SUFFOLK NEPHROLOGY ASSOCIATES P.C.EIN 11-2406669Plan #002PY 2025

340 HOWELLS ROAD - SUITE A - BAY SHORE, NY 11706631-666-2808suffolknephrologyassociates.comLinkedIn1-10 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$9.5M

-42.0% from 2024

Total participants

+13.3% from 2024

Average account balance

$592,609

-45.7% from 2024

Annual return

17.13%

+2.81 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.48M

Not enough data

1 years with asset history on file

Average account balance

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

$593K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$438K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+17.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$634497

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 codes2E2J2F2G3D2R

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$10.2M

$845996 / participant

Other / not subdivided$10M100.0%

% of EOY assets

107.068%

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

$592,609

$172,111+244.3%

$150,298+294.3%

$137,256+331.8%

Participation rate

91.7%

81.7%+10.0pp

77.8%+13.9pp

80.0%+11.7pp

Annual return

17.13%

69.37%-52.2pp

62.79%-45.7pp

220.34%-203.2pp

Employer contribution / active EE

$23,225

$4,636+401.0%

$4,154+459.1%

$4,156+458.8%

Participant deferral / active EE

$13,259

$6,166+115.0%

$5,453+143.2%

$6,407+106.9%

Admin fee / account holder

$634,497

$16,471+3752.2%

$14,116+4395.0%

$12,270+5071.1%

SUFFOLK NEPHROLOGY ASSOCIATES P.C. RETIREMENT TRUST (PROFIT SHARING PLAN)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUFFOLK NEPHROLOGY ASSOCIATES P.C. RETIREMENT TRUST (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