Retirement plan

KINGSTON PHYSICAL THERAPY & SPORTS REHAB PC 401K PROFIT SHARING PLAN & TRUST

Name: KINGSTON PHYSICAL THERAPY & SPORTS REHAB, PC - KINGSTON PHYSICAL THERAPY & SPORTS REHAB PC 401K PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: KINGSTON PHYSICAL THERAPY & SPORTS REHAB, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KINGSTON PHYSICAL THERAPY & SPORTS REHAB PC 401K PROFIT SHARING PLAN & TRUST, KINGSTON PHYSICAL THERAPY & SPORTS REHAB, PC

KINGSTON PHYSICAL THERAPY & SPORTS REHAB, PCEIN 14-1706861Plan #001PY 2024

340 PLAZA ROAD - KINGSTON, NY 12401845-339-4722LinkedIn11-50 employeeshospital & health care

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.3M

-54.7% from 2023

Total participants

0.0% from 2023

Average account balance

$70,653

-52.3% from 2023

Annual return

6.10%

-5.15 pp from 2023

Benchmarks

See 109,510 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,510 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.34M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

158.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+6.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$98404

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 codes3D2E2F2G2J2R2T

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1.9M

$155806 / participant

Other / not subdivided$2M100.0%

% of EOY assets

139.278%

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

$70,653

$183,627-61.5%

$155,602-54.6%

$145,978-51.6%

Participation rate

91.7%

82.7%+9.0pp

78.2%+13.5pp

80.3%+11.4pp

Annual return

6.10%

61.32%-55.2pp

64.81%-58.7pp

550.52%-544.4pp

Employer contribution / active EE

$1,794

$5,316-66.3%

$4,675-61.6%

$4,662-61.5%

Participant deferral / active EE

$3,941

$6,466-39.0%

$5,629-30.0%

$6,690-41.1%

Admin fee / account holder

$98,404

$19,327+409.1%

$15,923+518.0%

$13,400+634.3%

KINGSTON PHYSICAL THERAPY & SPORTS REHAB PC 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KINGSTON PHYSICAL THERAPY & SPORTS REHAB PC 401K PROFIT SHARING PLAN & 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