Retirement plan

HELENE C FREEMAN, MD, PC PROFIT SHARING PLAN

Name: HELENE C. FREEMAN, MD, PC - HELENE C FREEMAN, MD, PC PROFIT SHARING PLAN (2017) Form 5500
Creator: HELENE C. FREEMAN, MD, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HELENE C FREEMAN, MD, PC PROFIT SHARING PLAN, HELENE C. FREEMAN, MD, PC

HELENE C. FREEMAN, MD, PCEIN 11-3667976Plan #001PY 2017

4910 MASSACHUSETTS AVE - WASHINGTON, DC 20016202-686-0812LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$760K

+28.4% from 2016

Total participants

0.0% from 2016

Average account balance

No prior year

Annual return

16.89%

+10.22 pp from 2016

Benchmarks

See 106,910 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,910 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.81M

Not enough data

1 years with asset history on file

Average account balance

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

$603K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+14.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3708

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 codes2E2G2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$1809 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.714%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$198,466-100.0%

$170,442-100.0%

$147,584-100.0%

Participation rate

0.0%

88.0%-88.0pp

83.6%-83.6pp

82.8%-82.8pp

Annual return

16.89%

257.29%-240.4pp

205.93%-189.0pp

578.55%-561.7pp

Employer contribution / active EE

$14,237

$6,184+130.2%

$5,433+162.1%

$4,876+192.0%

Participant deferral / active EE

$8,400

$5,629+49.2%

$4,939+70.1%

$5,439+54.4%

Admin fee / account holder

$16,852-100.0%

$13,880-100.0%

$10,885-100.0%

HELENE C FREEMAN, MD, PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HELENE C FREEMAN, MD, PC 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