Retirement plan

KENNETH R MEISLER DPM 401K PROFIT SHARING PLAN

Name: KENNETH R MEISLER DPM - KENNETH R MEISLER DPM 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: KENNETH R MEISLER DPM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KENNETH R MEISLER DPM 401K PROFIT SHARING PLAN, KENNETH R MEISLER DPM

KENNETH R MEISLER DPMEIN 13-6695473Plan #001PY 2017

210 EAST 86TH ST - SUITE 402 - NEW YORK, NY 100280871212-628-4444nypodiatry.netLinkedIn11-50 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

+29.9% from 2016

Total participants

+15.8% from 2016

Average account balance

$162,454

+22.7% from 2016

Annual return

26.23%

+23.41 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.71M

Not enough data

1 years with asset history on file

Average account balance

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

$593K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+44.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15997

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 codes2E2J2F3D3B

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).
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$53

$4 / participant

Other / not subdivided$53100.0%

% of EOY assets

0.002%

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

$162,454

$198,462-18.1%

$170,439-4.7%

$147,585+10.1%

Participation rate

71.4%

88.0%-16.5pp

83.6%-12.2pp

82.8%-11.4pp

Annual return

26.23%

257.30%-231.1pp

205.94%-179.7pp

578.58%-552.4pp

Employer contribution / active EE

$1,502

$6,184-75.7%

$5,433-72.3%

$4,876-69.2%

Participant deferral / active EE

$4,464

$5,629-20.7%

$4,939-9.6%

$5,439-17.9%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

KENNETH R MEISLER DPM 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KENNETH R MEISLER DPM 401K 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