Retirement plan

WINSLOW FACIAL PLASTIC SURGERY, LLC 401(K) PROFIT SHARING PLAN

Name: WINSLOW FACIAL PLASTIC SURGERY, LLC - WINSLOW FACIAL PLASTIC SURGERY, LLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: WINSLOW FACIAL PLASTIC SURGERY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINSLOW FACIAL PLASTIC SURGERY, LLC 401(K) PROFIT SHARING PLAN, WINSLOW FACIAL PLASTIC SURGERY, LLC

WINSLOW FACIAL PLASTIC SURGERY, LLCEIN 20-1327648Plan #001PY 2019

2000 E. 116TH ST., SUITE 200 - CARMEL, IN 46032317-814-1104winslowfacialplasticsurgery.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+28.0% from 2018

Total participants

+66.7% from 2018

Average account balance

$260,490

-23.2% from 2018

Annual return

19.10%

+26.21 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

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$393K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+13.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$133062

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$260,490

$202,342+28.7%

$172,752+50.8%

$152,897+70.4%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

19.10%

1029.83%-1010.7pp

802.97%-783.9pp

345.43%-326.3pp

Employer contribution / active EE

$14,090

$5,858+140.5%

$5,144+173.9%

$4,764+195.8%

Participant deferral / active EE

$8,491

$5,948+42.8%

$5,198+63.4%

$5,851+45.1%

Admin fee / account holder

$17,111-100.0%

$13,955-100.0%

$11,599-100.0%

WINSLOW FACIAL PLASTIC SURGERY, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WINSLOW FACIAL PLASTIC SURGERY, LLC 401(K) 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