Retirement plan

GASTRO CENTER OF MARYLAND LLC 401K PROFIT SHARING PLAN

Name: GASTRO CENTER OF MARYLAND LLC - GASTRO CENTER OF MARYLAND LLC 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: GASTRO CENTER OF MARYLAND LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GASTRO CENTER OF MARYLAND LLC 401K PROFIT SHARING PLAN, GASTRO CENTER OF MARYLAND LLC

GASTRO CENTER OF MARYLAND LLCEIN 20-3041144Plan #001PY 2017

7120 MINSTREL WAY, SUITE 100 - COLUMBIA, MD 21045410-290-6677gastromaryland.comLinkedIn51-200 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$1.1M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$659K

+39.6% from 2016

Total participants

+27.8% from 2016

Average account balance

$27,452

+4.7% from 2016

Annual return

15.98%

+13.27 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.19M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

113

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.

106.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$578K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$737

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 codes2D2E2G2J

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.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$413 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.751%

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

$27,452

$198,462-86.2%

$170,439-83.9%

$147,585-81.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

15.98%

257.30%-241.3pp

205.94%-190.0pp

578.58%-562.6pp

Employer contribution / active EE

$4,474

$6,184-27.6%

$5,433-17.6%

$4,876-8.3%

Participant deferral / active EE

$5,035

$5,629-10.6%

$4,939+1.9%

$5,439-7.4%

Admin fee / account holder

$206

$16,852-98.8%

$13,881-98.5%

$10,886-98.1%

GASTRO CENTER OF MARYLAND LLC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GASTRO CENTER OF MARYLAND LLC 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