Retirement plan

FIVE TOWNS PEDIATRICS, P.C. 401(K) PLAN

Name: FIVE TOWNS PEDIATRICS, P.C. - FIVE TOWNS PEDIATRICS, P.C. 401(K) PLAN (2015) Form 5500
Creator: FIVE TOWNS PEDIATRICS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIVE TOWNS PEDIATRICS, P.C. 401(K) PLAN, FIVE TOWNS PEDIATRICS, P.C.

FIVE TOWNS PEDIATRICS, P.C.EIN 11-2812850Plan #001PY 2015

115 FRANKLIN PLACE - WOODMERE, NY 11598516-295-1200LinkedIn1-10 employeesmedical practice

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$187K

No prior year

Total participants

No prior year

Average account balance

$23,327

No prior year

Annual return

-0.14%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.18M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$346K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+12.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$756

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 codes2E2G2J3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$48 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.773%

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

$23,327

$75,832-69.2%

$147,618-84.2%

$59,633-60.9%

Participation rate

20.0%

71.6%-51.6pp

84.6%-64.6pp

68.7%-48.7pp

Annual return

-0.14%

0.37%-0.5pp

61.98%-62.1pp

2041.40%-2041.5pp

Employer contribution / active EE

$3,485-100.0%

$5,565-100.0%

$2,203-100.0%

Participant deferral / active EE

$684

$3,131-78.2%

$4,895-86.0%

$3,192-78.6%

Admin fee / account holder

$180

$5,986-97.0%

$11,612-98.4%

$4,297-95.8%

FIVE TOWNS PEDIATRICS, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FIVE TOWNS PEDIATRICS, P.C. 401(K) 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