Retirement plan

CARMEN BAUTISTA DATOR MD PC 401K PLAN FOR EMPLOYEES

Name: CARMEN BAUTISTA DATOR MD PC - CARMEN BAUTISTA DATOR MD PC 401K PLAN FOR EMPLOYEES (2016) Form 5500
Creator: CARMEN BAUTISTA DATOR MD PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARMEN BAUTISTA DATOR MD PC 401K PLAN FOR EMPLOYEES, CARMEN BAUTISTA DATOR MD PC

CARMEN BAUTISTA DATOR MD PCEIN 20-2462557Plan #001PY 2016

177 WEST 4TH STREET - OSWEGO, NY 13126315-342-8552

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$239K

No prior year

Total participants

No prior year

Average account balance

$238,986

No prior year

Annual return

1.13%

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

$974K

Not enough data

1 years with asset history on file

Average account balance

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

$487K

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

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+12.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3380

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 codes2E2J2G2R2J

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$238,986

$181,896+31.4%

$156,551+52.7%

$273,972-12.8%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

1.13%

30.74%-29.6pp

32.23%-31.1pp

41.46%-40.3pp

Employer contribution / active EE

$2,760

$6,248-55.8%

$5,501-49.8%

$4,869-43.3%

Participant deferral / active EE

$22,000

$5,550+296.4%

$4,871+351.6%

$5,287+316.1%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

CARMEN BAUTISTA DATOR MD PC 401K PLAN FOR EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CARMEN BAUTISTA DATOR MD PC 401K PLAN FOR EMPLOYEES

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