Retirement plan

TENNESSEE PEDIATRIC & ADOLESCENT CENTER 401K PROFIT SHARING PLAN

Name: TENNESSEE PEDIATRIC & ADOLESCENT CENTER, PLLC - TENNESSEE PEDIATRIC & ADOLESCENT CENTER 401K PROFIT SHARING PLAN (2023) 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 2023

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

Other plans on this EIN

1 filing

#003Retirement-$446K assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.6M

+26.4% from 2022

Total participants

0.0% from 2022

Average account balance

$57,967

+17.0% from 2022

Annual return

19.39%

+63.73 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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 codes2D2E2G2J2R3B3D

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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$7K

$674 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.474%

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

$57,967

$175,231-66.9%

$149,696-61.3%

$139,466-58.4%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

19.39%

166.77%-147.4pp

134.46%-115.1pp

373.66%-354.3pp

Employer contribution / active EE

$8,282

$5,478+51.2%

$4,821+71.8%

$4,754+74.2%

Participant deferral / active EE

$189

$6,521-97.1%

$5,682-96.7%

$6,712-97.2%

Admin fee / account holder

$275

$16,155-98.3%

$13,212-97.9%

$11,409-97.6%

TENNESSEE PEDIATRIC & ADOLESCENT CENTER 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TENNESSEE PEDIATRIC & ADOLESCENT CENTER 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