Retirement plan

FIGONE CHIROPRACTIC, INC. 401(K) & PROFIT SHARING

Name: FIGONE CHIROPRACTIC, INC. - FIGONE CHIROPRACTIC, INC. 401(K) & PROFIT SHARING (2016) Form 5500
Creator: FIGONE CHIROPRACTIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIGONE CHIROPRACTIC, INC. 401(K) & PROFIT SHARING, FIGONE CHIROPRACTIC, INC.

FIGONE CHIROPRACTIC, INC.EIN 20-1682709Plan #001PY 2016

3189 DANVILLE BLVD. - ALAMO, CA 94507925-395-4515

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$50K

No prior year

Total participants

No prior year

Average account balance

$49,605

No prior year

Annual return

12.72%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$632K

Not enough data

1 years with asset history on file

Average account balance

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

$316K

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

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+15.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5096

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 codes2J2E

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$161

$161 / participant

Other / not subdivided$161100.0%

% of EOY assets

0.325%

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

$49,605

$181,896-72.7%

$156,551-68.3%

$273,972-81.9%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

12.72%

30.74%-18.0pp

32.23%-19.5pp

41.46%-28.7pp

Employer contribution / active EE

$3,420

$6,248-45.3%

$5,501-37.8%

$4,869-29.8%

Participant deferral / active EE

$24,000

$5,550+332.4%

$4,871+392.7%

$5,287+353.9%

Admin fee / account holder

$161

$15,560-99.0%

$13,028-98.8%

$10,133-98.4%

FIGONE CHIROPRACTIC, INC. 401(K) & PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FIGONE CHIROPRACTIC, INC. 401(K) & PROFIT SHARING

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