Retirement plan

PA TERRACIANO, MD PROFIT SHARING PLAN

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

P.A. TERRACIANO, MD, PCEIN 13-2684300Plan #001PY 2017

2241 ESPLANADE AVENUE - BRONX, NY 10469718-654-7122terracianomd.comLinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$641K

+31.7% from 2016

Total participants

+40.0% from 2016

Average account balance

$91,608

-5.9% from 2016

Annual return

10.69%

+6.51 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

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.79M

Not enough data

1 years with asset history on file

Average account balance

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

$310K

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

$134K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+11.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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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 codes3D2G2E2F2R

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.
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

0 tripped

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

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

$91,608

$198,466-53.8%

$170,442-46.3%

$147,584-37.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

10.69%

257.29%-246.6pp

205.93%-195.2pp

578.55%-567.9pp

Employer contribution / active EE

$17,057

$6,184+175.8%

$5,433+214.0%

$4,876+249.8%

Participant deferral / active EE

$5,629-100.0%

$4,939-100.0%

$5,439-100.0%

Admin fee / account holder

$16,852-100.0%

$13,880-100.0%

$10,885-100.0%

PA TERRACIANO, MD PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PA TERRACIANO, MD PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion