Retirement plan

MCTAGGART OB-GYN P.C. SAFE HARBOR 401K PROFIT SHARING PLAN

Name: MCTAGGART OB-GYN P.C. SAFE HARBOR 401K PROFIT SHARING PLAN - MCTAGGART OB-GYN P.C. SAFE HARBOR 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: MCTAGGART OB-GYN P.C. SAFE HARBOR 401K PROFIT SHARING PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCTAGGART OB-GYN P.C. SAFE HARBOR 401K PROFIT SHARING PLAN, MCTAGGART OB-GYN P.C. SAFE HARBOR 401K PROFIT SHARING PLAN

MCTAGGART OB-GYN P.C. SAFE HARBOR 401K PROFIT SHARING PLANdba MCTAGGART OB-GYN P.C.EIN 16-1645320Plan #001PY 2015

1910 SOUTH 72ND STREET SUITE 206 - OMAHA, NE 68124402-614-2233

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$660K

No prior year

Total participants

No prior year

Average account balance

$220,166

No prior year

Annual return

-1.88%

No prior year

Benchmarks

See 102,333 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,333 peers

Snapshot2015

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.18M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+14.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8410

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

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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 codes2C2E2G2J2R3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$430

$143 / participant

Other / not subdivided$430100.0%

% of EOY assets

0.065%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$220,166

$168,632+30.6%

$147,614+49.1%

$125,391+75.6%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-1.88%

77.65%-79.5pp

61.98%-63.9pp

282.22%-284.1pp

Employer contribution / active EE

$10,326

$6,252+65.2%

$5,564+85.6%

$4,866+112.2%

Participant deferral / active EE

$8,000

$5,507+45.3%

$4,895+63.4%

$5,352+49.5%

Admin fee / account holder

$143

$13,580-98.9%

$11,611-98.8%

$9,540-98.5%

MCTAGGART OB-GYN P.C. SAFE HARBOR 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MCTAGGART OB-GYN P.C. SAFE HARBOR 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