Retirement plan

DR. TODD GOLDMAN CHIROPRACTIC, INC. 401(K) PLAN

Name: DR. TODD GOLDMAN CHIROPRACTIC, INC. - DR. TODD GOLDMAN CHIROPRACTIC, INC. 401(K) PLAN (2019) Form 5500
Creator: DR. TODD GOLDMAN CHIROPRACTIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR. TODD GOLDMAN CHIROPRACTIC, INC. 401(K) PLAN, DR. TODD GOLDMAN CHIROPRACTIC, INC.

DR. TODD GOLDMAN CHIROPRACTIC, INC.EIN 11-3617417Plan #002PY 2019

2799-5 ROUTE 112 - MEDFORD, NY 11763631-447-2297

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$102K

+40.9% from 2018

Total participants

-33.3% from 2018

Average account balance

$51,071

+40.9% from 2018

Annual return

33.10%

+0.55 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

$172K

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2H2J2R

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$40

$20 / participant

Other / not subdivided$40100.0%

% of EOY assets

0.039%

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

$51,071

$202,342-74.8%

$172,752-70.4%

$152,897-66.6%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

33.10%

1029.83%-996.7pp

802.97%-769.9pp

345.43%-312.3pp

Employer contribution / active EE

$2,819

$5,858-51.9%

$5,144-45.2%

$4,764-40.8%

Participant deferral / active EE

$5,948-100.0%

$5,198-100.0%

$5,851-100.0%

Admin fee / account holder

$20

$17,111-99.9%

$13,955-99.9%

$11,599-99.8%

DR. TODD GOLDMAN CHIROPRACTIC, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DR. TODD GOLDMAN CHIROPRACTIC, INC. 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