Retirement plan

JESUS M. RAMIREZ, M.D., P.A. 401K PROFIT SHARING PLAN

Name: JESUS M. RAMIREZ, M.D., P.A. - JESUS M. RAMIREZ, M.D., P.A. 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: JESUS M. RAMIREZ, M.D., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JESUS M. RAMIREZ, M.D., P.A. 401K PROFIT SHARING PLAN, JESUS M. RAMIREZ, M.D., P.A.

JESUS M. RAMIREZ, M.D., P.A.EIN 20-2371276Plan #001PY 2017

621 N. M.L. KING BLVD. - PANAMA CITY, FL 32401850-785-3212

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$958K

+20.6% from 2016

Total participants

0.0% from 2016

Average account balance

$119,702

+5.5% from 2016

Annual return

15.35%

+9.23 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.02M

Not enough data

1 years with asset history on file

Average account balance

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

$253K

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.

61.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$123K

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

+10.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2778

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 codes2G2J3D

Plan features

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.

Expense breakdown

Schedule H Part II

Admin total

$2K

$243 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.203%

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

$119,702

$198,461-39.7%

$170,436-29.8%

$147,585-18.9%

Participation rate

87.5%

88.0%-0.5pp

83.6%+3.9pp

82.8%+4.7pp

Annual return

15.35%

257.30%-241.9pp

205.94%-190.6pp

578.57%-563.2pp

Employer contribution / active EE

$2,123

$6,184-65.7%

$5,433-60.9%

$4,876-56.5%

Participant deferral / active EE

$3,330

$5,629-40.8%

$4,939-32.6%

$5,439-38.8%

Admin fee / account holder

$243

$16,852-98.6%

$13,880-98.2%

$10,885-97.8%

JESUS M. RAMIREZ, M.D., P.A. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JESUS M. RAMIREZ, M.D., P.A. 401K PROFIT SHARING PLAN

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