Retirement plan

SOUTHFORK PHYSICAL THERAPY, PLLC, 401 (K) PSP

Name: SOUTHFORK PHYSICAL THERAPY, PLLC - SOUTHFORK PHYSICAL THERAPY, PLLC, 401 (K) PSP (2018) Form 5500
Creator: SOUTHFORK PHYSICAL THERAPY, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHFORK PHYSICAL THERAPY, PLLC, 401 (K) PSP, SOUTHFORK PHYSICAL THERAPY, PLLC

SOUTHFORK PHYSICAL THERAPY, PLLCEIN 20-1118228Plan #001PY 2018

950 BAKER HWY, UNIT #7 - HUNTSVILLE, TN 37756423-663-3443

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

-2.4% from 2017

Total participants

0.0% from 2017

Average account balance

$132,768

-20.1% from 2017

Annual return

-7.68%

-32.82 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.83M

Not enough data

1 years with asset history on file

Average account balance

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

$294K

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.

68.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

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

+18.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1163

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 codes2E2G2J3D

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.
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.

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

$132,768

$180,462-26.4%

$154,111-13.8%

$135,379-1.9%

Participation rate

84.6%

87.4%-2.8pp

83.0%+1.6pp

82.6%+2.0pp

Annual return

-7.68%

888.17%-895.9pp

735.18%-742.9pp

519.79%-527.5pp

Employer contribution / active EE

$1,835

$6,036-69.6%

$5,298-65.4%

$4,779-61.6%

Participant deferral / active EE

$4,297

$5,806-26.0%

$5,081-15.4%

$5,609-23.4%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

SOUTHFORK PHYSICAL THERAPY, PLLC, 401 (K) PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SOUTHFORK PHYSICAL THERAPY, PLLC, 401 (K) PSP

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