Retirement plan

JOEL G. GREENSPAN, M.D., P.C. 401(K) PROFIT SHARING PLAN & TRUST

Name: JOEL G. GREENSPAN, M.D., P.C. - JOEL G. GREENSPAN, M.D., P.C. 401(K) PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: JOEL G. GREENSPAN, M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOEL G. GREENSPAN, M.D., P.C. 401(K) PROFIT SHARING PLAN & TRUST, JOEL G. GREENSPAN, M.D., P.C.

JOEL G. GREENSPAN, M.D., P.C.EIN 13-3348870Plan #004PY 2018

6 OAK RIDGE COURT - ARMONK, NY 10504914-273-6619

Other plans on this EIN

1 filing

#003Retirement-$888K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$245K

+1.7% from 2017

Total participants

0.0% from 2017

Average account balance

$81,544

+1.7% from 2017

Annual return

1.71%

-3.76 pp from 2017

Benchmarks

See 105,565 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,565 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$305K

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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

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

+4.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5728

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,544

$180,455-54.8%

$154,111-47.1%

$135,377-39.8%

Participation rate

75.0%

87.4%-12.4pp

83.0%-8.0pp

82.6%-7.6pp

Annual return

1.71%

888.14%-886.4pp

735.15%-733.4pp

519.75%-518.0pp

Employer contribution / active EE

$6,035-100.0%

$5,298-100.0%

$4,779-100.0%

Participant deferral / active EE

$5,806-100.0%

$5,081-100.0%

$5,609-100.0%

Admin fee / account holder

$16,144-100.0%

$13,411-100.0%

$10,828-100.0%

JOEL G. GREENSPAN, M.D., P.C. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JOEL G. GREENSPAN, M.D., P.C. 401(K) PROFIT SHARING PLAN & TRUST

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