Retirement plan

DIANE C. MADFES, M.D, P.C. PROFIT SHARING PLAN

Name: DIANE C. MADFES, M.D, P.C - DIANE C. MADFES, M.D, P.C. PROFIT SHARING PLAN (2025) Form 5500
Creator: DIANE C. MADFES, M.D, P.C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIANE C. MADFES, M.D, P.C. PROFIT SHARING PLAN, DIANE C. MADFES, M.D, P.C

DIANE C. MADFES, M.D, P.CEIN 13-4127249Plan #002PY 2025

1 E. 69TH STREET - NEW YORK, NY 10021212-249-8118LinkedIn11-50 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

+41.8% from 2024

Total participants

+8.3% from 2024

Average account balance

$68,038

+30.9% from 2024

Annual return

20.12%

+10.62 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.77M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

136.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$277K

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

+20.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$246

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.

Expense breakdown

Schedule H Part II

Admin total

$6K

$337 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.361%

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

$68,038

$174,379-61.0%

$152,093-55.3%

$138,895-51.0%

Participation rate

100.0%

81.6%+18.4pp

77.8%+22.2pp

79.9%+20.1pp

Annual return

20.12%

74.86%-54.7pp

66.36%-46.2pp

145.39%-125.3pp

Employer contribution / active EE

$10,857

$4,652+133.4%

$4,175+160.1%

$4,194+158.9%

Participant deferral / active EE

$3,696

$6,159-40.0%

$5,451-32.2%

$6,396-42.2%

Admin fee / account holder

$246

$16,880-98.5%

$14,497-98.3%

$12,562-98.0%

DIANE C. MADFES, M.D, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIANE C. MADFES, M.D, P.C. 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