Retirement plan

CHINATOWN KIDNEY CARE PLLC PROFIT SHARING 401K PLAN

Name: CHINATOWN KIDNEY CARE PLLC - CHINATOWN KIDNEY CARE PLLC PROFIT SHARING 401K PLAN (2020) Form 5500
Creator: CHINATOWN KIDNEY CARE PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHINATOWN KIDNEY CARE PLLC PROFIT SHARING 401K PLAN, CHINATOWN KIDNEY CARE PLLC

CHINATOWN KIDNEY CARE PLLCEIN 20-1837483Plan #002PY 2020

139 CENTRE STREET #703 - NEW YORK, NY 10013212-966-0808LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$3.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1M

+48.2% from 2019

Total participants

+20.0% from 2019

Average account balance

$167,120

+23.5% from 2019

Annual return

17.62%

+5.02 pp from 2019

Benchmarks

See 102,116 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,116 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.53M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$260K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+57.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4881

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

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

$167,120

$209,405-20.2%

$178,486-6.4%

$158,931+5.2%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

17.62%

188.77%-171.1pp

151.08%-133.5pp

302.86%-285.2pp

Employer contribution / active EE

$11,688

$5,707+104.8%

$5,011+133.3%

$4,761+145.5%

Participant deferral / active EE

$22,750

$5,954+282.1%

$5,202+337.3%

$5,982+280.3%

Admin fee / account holder

$17,076-100.0%

$13,985-100.0%

$11,247-100.0%

CHINATOWN KIDNEY CARE PLLC PROFIT SHARING 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHINATOWN KIDNEY CARE PLLC PROFIT SHARING 401K 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