Retirement plan

TENNESSEE PEDIATRIC & ADOLESCENT CENTER 401K PROFIT SHARING PLAN

Name: TENNESSEE PEDIATRIC & ADOLESCENT CENTER, PLLC - TENNESSEE PEDIATRIC & ADOLESCENT CENTER 401K PROFIT SHARING PLAN (2019) Form 5500
Creator: TENNESSEE PEDIATRIC & ADOLESCENT CENTER, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TENNESSEE PEDIATRIC & ADOLESCENT CENTER 401K PROFIT SHARING PLAN, TENNESSEE PEDIATRIC & ADOLESCENT CENTER, PLLC

TENNESSEE PEDIATRIC & ADOLESCENT CENTER, PLLCEIN 20-3323871Plan #001PY 2019

435 NORTH CEDAR AVENUE - COOKEVILLE, TN 38501931-526-6100tennesseepediatric.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$2.0M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.4M

+16.0% from 2018

Total participants

+4.2% from 2018

Average account balance

$57,329

+11.3% from 2018

Annual return

9.43%

+17.85 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.95M

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

238.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$188K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22

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 codes2E2G2J2R3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$57,329

$202,342-71.7%

$172,752-66.8%

$152,897-62.5%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

9.43%

1029.83%-1020.4pp

802.97%-793.5pp

345.43%-336.0pp

Employer contribution / active EE

$8,940

$5,858+52.6%

$5,144+73.8%

$4,764+87.7%

Participant deferral / active EE

$4,567

$5,948-23.2%

$5,198-12.1%

$5,851-22.0%

Admin fee / account holder

$17,111-100.0%

$13,955-100.0%

$11,599-100.0%

TENNESSEE PEDIATRIC & ADOLESCENT CENTER 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TENNESSEE PEDIATRIC & ADOLESCENT CENTER 401K PROFIT SHARING 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