Retirement plan

CHRISTOPHER T. LABONTE, MD SAFE HARBOR 401(K) PROFIT SHARING PLAN

Name: CHRISTOPHER T. LABONTE, MD - CHRISTOPHER T. LABONTE, MD SAFE HARBOR 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: CHRISTOPHER T. LABONTE, MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRISTOPHER T. LABONTE, MD SAFE HARBOR 401(K) PROFIT SHARING PLAN, CHRISTOPHER T. LABONTE, MD

CHRISTOPHER T. LABONTE, MDEIN 20-3881412Plan #001PY 2018

13131 TESSON FERRY ROAD, SUITE 220 - ST. LOUIS, MO 631283887314-220-2926

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$771K

+4.0% from 2017

Total participants

+15.4% from 2017

Average account balance

$64,284

+4.0% from 2017

Annual return

-6.54%

-15.82 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.69M

Not enough data

1 years with asset history on file

Average account balance

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

$224K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+20.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$224

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$139

$11 / participant

Other / not subdivided$139100.0%

% of EOY assets

0.018%

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

$64,284

$180,466-64.4%

$154,114-58.3%

$135,382-52.5%

Participation rate

76.9%

87.4%-10.5pp

83.0%-6.1pp

82.6%-5.7pp

Annual return

-6.54%

888.15%-894.7pp

735.16%-741.7pp

519.77%-526.3pp

Employer contribution / active EE

$2,666

$6,035-55.8%

$5,298-49.7%

$4,779-44.2%

Participant deferral / active EE

$3,357

$5,806-42.2%

$5,081-33.9%

$5,609-40.1%

Admin fee / account holder

$12

$16,144-99.9%

$13,411-99.9%

$10,829-99.9%

CHRISTOPHER T. LABONTE, MD SAFE HARBOR 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHRISTOPHER T. LABONTE, MD SAFE HARBOR 401(K) 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