Retirement plan

STONEYWELL MEDICAL, P.C.401(K) PROFIT SHARING PLAN

Name: STONEYWELL MEDICAL, P.C. - STONEYWELL MEDICAL, P.C.401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: STONEYWELL MEDICAL, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STONEYWELL MEDICAL, P.C.401(K) PROFIT SHARING PLAN, STONEYWELL MEDICAL, P.C.

STONEYWELL MEDICAL, P.C.EIN 20-3973459Plan #002PY 2017

7 STONEYWELL COURT - DIX HILLS, NY 11746631-462-3559LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$2.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$725K

+33.1% from 2016

Total participants

0.0% from 2016

Average account balance

$241,826

No prior year

Annual return

16.77%

+11.71 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.82M

Not enough data

1 years with asset history on file

Average account balance

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

$606K

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

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+11.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.

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

$241,826

$198,457+21.9%

$170,435+41.9%

$147,586+63.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

16.77%

257.30%-240.5pp

205.94%-189.2pp

578.59%-561.8pp

Employer contribution / active EE

$7,608

$6,183+23.0%

$5,432+40.1%

$4,876+56.0%

Participant deferral / active EE

$22,000

$5,629+290.8%

$4,939+345.4%

$5,439+304.5%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

STONEYWELL MEDICAL, P.C.401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STONEYWELL MEDICAL, P.C.401(K) 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