Retirement plan

GOLDBERG & MATHEW MEDICAL ASSOCIATES, PLLC 401K PROFIT SHARING PLAN AND TRUST

Name: GOLDBERG & MATHEW MEDICAL ASSOCIATES, PLLC - GOLDBERG & MATHEW MEDICAL ASSOCIATES, PLLC 401K PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: GOLDBERG & MATHEW MEDICAL ASSOCIATES, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOLDBERG & MATHEW MEDICAL ASSOCIATES, PLLC 401K PROFIT SHARING PLAN AND TRUST, GOLDBERG & MATHEW MEDICAL ASSOCIATES, PLLC

GOLDBERG & MATHEW MEDICAL ASSOCIATES, PLLCEIN 13-4041159Plan #002PY 2015

10 ESQUIRE ROAD, SUITE 6 - NEW CITY, NY 10956gmbhemeonc.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$4.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$443K

No prior year

Total participants

No prior year

Average account balance

$147,652

No prior year

Annual return

3.00%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

-100.00%

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.

Expense breakdown

Schedule H Part II

Admin total

$110

$37 / participant

Other / not subdivided$110100.0%

% of EOY assets

0.025%

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

$147,652

$168,635-12.4%

$147,6170%

$125,389+17.8%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

3.00%

77.65%-74.7pp

61.98%-59.0pp

282.24%-279.2pp

Employer contribution / active EE

$8,299

$6,252+32.7%

$5,564+49.1%

$4,866+70.5%

Participant deferral / active EE

$6,000

$5,507+9.0%

$4,895+22.6%

$5,352+12.1%

Admin fee / account holder

$37

$13,580-99.7%

$11,612-99.7%

$9,541-99.6%

GOLDBERG & MATHEW MEDICAL ASSOCIATES, PLLC 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOLDBERG & MATHEW MEDICAL ASSOCIATES, PLLC 401K PROFIT SHARING PLAN AND TRUST

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