Retirement plan

DIALYSIS PATIENT CITIZENS INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: DIALYSIS PATIENT CITIZENS INC. - DIALYSIS PATIENT CITIZENS INC. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: DIALYSIS PATIENT CITIZENS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIALYSIS PATIENT CITIZENS INC. 401(K) PROFIT SHARING PLAN AND TRUST, DIALYSIS PATIENT CITIZENS INC.

DIALYSIS PATIENT CITIZENS INC.EIN 20-1031554Plan #001PY 2024

1001 CONNECTICUT AVENUE,NW, SUITE 1 - WASHINGTON, DC 20036202-789-6931dialysispatients.orgLinkedIn1-10 employeespolitical organization

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$852K

+3.9% from 2023

Total participants

0.0% from 2023

Average account balance

$106,531

+16.9% from 2023

Annual return

11.33%

-2.80 pp from 2023

Benchmarks

See 49,870 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,870 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$852K

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$138K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+11.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25148

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 codes2T2E2J3D2F2G

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$201K

$16766 / participant

Other / not subdivided$201K100.0%

% of EOY assets

23.607%

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

$106,531

$88,815+19.9%

$81,882+30.1%

$145,897-27.0%

Participation rate

58.3%

75.1%-16.7pp

72.4%-14.1pp

80.3%-22.0pp

Annual return

11.33%

1033.75%-1022.4pp

779.47%-768.1pp

552.29%-541.0pp

Employer contribution / active EE

$4,460

$3,086+44.5%

$2,916+53.0%

$4,663-4.3%

Participant deferral / active EE

$7,044

$4,647+51.6%

$4,323+62.9%

$6,689+5.3%

Admin fee / account holder

$25,148

$8,434+198.2%

$7,360+241.7%

$13,390+87.8%

DIALYSIS PATIENT CITIZENS INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIALYSIS PATIENT CITIZENS INC. 401(K) PROFIT SHARING PLAN AND 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