Retirement plan

COHEN BERGMAN & KLEPPER, M.D.S, P.C. 401(K) PLAN

Name: COHEN BERGMAN & KLEPPER, M.D.S, P.C. - COHEN BERGMAN & KLEPPER, M.D.S, P.C. 401(K) PLAN (2019) Form 5500
Creator: COHEN BERGMAN & KLEPPER, M.D.S, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COHEN BERGMAN & KLEPPER, M.D.S, P.C. 401(K) PLAN, COHEN BERGMAN & KLEPPER, M.D.S, P.C.

COHEN BERGMAN & KLEPPER, M.D.S, P.C.EIN 11-3255508Plan #001PY 2019

175 EAST MAIN STREET, 2ND FLOOR - HUNTINGTON, NY 11743631-549-5700LinkedIn11-50 employees

Other plans on this EIN

1 filing

#003Retirement-$5.0M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$5.2M

+21.5% from 2018

Total participants

+15.4% from 2018

Average account balance

$200,111

+16.9% from 2018

Annual return

17.59%

+22.77 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.15M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

148.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$489K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+12.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$42493

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 codes2E2F2G2J3D

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.
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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$0 / participant

Other / not subdivided$6100.0%

% of EOY assets

0.000%

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

$200,111

$202,342-1.1%

$172,752+15.8%

$152,897+30.9%

Participation rate

83.3%

87.1%-3.7pp

82.6%+0.7pp

82.5%+0.9pp

Annual return

17.59%

1029.83%-1012.2pp

802.97%-785.4pp

345.43%-327.8pp

Employer contribution / active EE

$5,858-100.0%

$5,144-100.0%

$4,764-100.0%

Participant deferral / active EE

$7,045

$5,948+18.4%

$5,198+35.5%

$5,851+20.4%

Admin fee / account holder

$17,111-100.0%

$13,955-100.0%

$11,599-100.0%

COHEN BERGMAN & KLEPPER, M.D.S, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COHEN BERGMAN & KLEPPER, M.D.S, 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