Retirement plan

TOWN & VILLAGE PEDIATRICS LLC 401K PROFIT SHARING PLAN

Name: TOWN & VILLAGE PEDIATRICS LLC - TOWN & VILLAGE PEDIATRICS LLC 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: TOWN & VILLAGE PEDIATRICS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOWN & VILLAGE PEDIATRICS LLC 401K PROFIT SHARING PLAN, TOWN & VILLAGE PEDIATRICS LLC

TOWN & VILLAGE PEDIATRICS LLCEIN 16-1582428Plan #001PY 2015

6044 MAIN ST - WILLIAMSVILLE, NY 142216883716-633-6988townandvillagepediatrics.comLinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

No prior year

Total participants

No prior year

Average account balance

$141,281

No prior year

Annual return

1.93%

No prior year

Benchmarks

See 102,329 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,329 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.93M

Not enough data

1 years with asset history on file

Average account balance

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

$303K

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

$204K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+11.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9418

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 codes2E2G2J3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$141,281

$168,636-16.2%

$147,618-4.3%

$125,388+12.7%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

1.93%

77.65%-75.7pp

61.98%-60.1pp

282.24%-280.3pp

Employer contribution / active EE

$4,084

$6,252-34.7%

$5,565-26.6%

$4,866-16.1%

Participant deferral / active EE

$3,909

$5,507-29.0%

$4,895-20.2%

$5,352-27.0%

Admin fee / account holder

$13,580-100.0%

$11,612-100.0%

$9,541-100.0%

TOWN & VILLAGE PEDIATRICS LLC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TOWN & VILLAGE PEDIATRICS LLC 401K PROFIT SHARING 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