Retirement plan

SOUTHFORK PHYSICAL THERAPY, PLLC, 401 (K) PSP

Name: SOUTHFORK PHYSICAL THERAPY, PLLC - SOUTHFORK PHYSICAL THERAPY, PLLC, 401 (K) PSP (2019) 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 2019

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.9M

+33.2% from 2018

Total participants

+15.4% from 2018

Average account balance

$176,863

+33.2% from 2018

Annual return

26.32%

+34.00 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

$176,863

$202,342-12.6%

$172,752+2.4%

$152,897+15.7%

Participation rate

73.3%

87.1%-13.7pp

82.6%-9.3pp

82.5%-9.1pp

Annual return

26.32%

1029.83%-1003.5pp

802.97%-776.7pp

345.43%-319.1pp

Employer contribution / active EE

$1,713

$5,858-70.8%

$5,144-66.7%

$4,764-64.0%

Participant deferral / active EE

$5,002

$5,948-15.9%

$5,198-3.8%

$5,851-14.5%

Admin fee / account holder

$17,111-100.0%

$13,955-100.0%

$11,599-100.0%

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