Retirement plan

MARY S. BAYNO, D.O. 401(K) PROFIT SHARING PENSION PLAN

Name: MARY S. BAYNO, D.O. - MARY S. BAYNO, D.O. 401(K) PROFIT SHARING PENSION PLAN (2016) Form 5500
Creator: MARY S. BAYNO, D.O.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARY S. BAYNO, D.O. 401(K) PROFIT SHARING PENSION PLAN, MARY S. BAYNO, D.O.

MARY S. BAYNO, D.O.EIN 13-3562024Plan #002PY 2016

119 W. 57TH STREET, SUITE 1520 - NEW YORK, NY 10019212-765-6474

Other plans on this EIN

1 filing

#001Retirement-$2.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$315K

+35.2% from 2015

Total participants

0.0% from 2015

Average account balance

$157,394

+35.2% from 2015

Annual return

7.86%

+9.66 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.78M

Not enough data

1 years with asset history on file

Average account balance

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

$2.4M

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$77K

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

+5.72%

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

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 codes2D2E2J

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.

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

$157,394

$181,896-13.5%

$156,551+0.5%

$273,972-42.6%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

7.86%

30.74%-22.9pp

32.23%-24.4pp

41.46%-33.6pp

Employer contribution / active EE

$18,684

$6,248+199.0%

$5,501+239.6%

$4,869+283.8%

Participant deferral / active EE

$13,184

$5,550+137.5%

$4,871+170.7%

$5,287+149.4%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

MARY S. BAYNO, D.O. 401(K) PROFIT SHARING PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MARY S. BAYNO, D.O. 401(K) PROFIT SHARING PENSION 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