Retirement plan

CARDIAC ARRHYTHMIA SERVICES LTD PROFIT SHARING PLA

Name: CARDIAC ARRHYTHMIA SERVICES LTD - CARDIAC ARRHYTHMIA SERVICES LTD PROFIT SHARING PLA (2023) Form 5500
Creator: CARDIAC ARRHYTHMIA SERVICES LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARDIAC ARRHYTHMIA SERVICES LTD PROFIT SHARING PLA, CARDIAC ARRHYTHMIA SERVICES LTD

CARDIAC ARRHYTHMIA SERVICES LTDEIN 20-4366201Plan #001PY 2023

3515 SPRING RD - OAK BROOK, IL 605232726630-794-9822LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.9M

+19.7% from 2022

Total participants

0.0% from 2022

Average account balance

No prior year

Annual return

16.63%

+34.44 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

$3.33M

Not enough data

1 years with asset history on file

Average account balance

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

$834K

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

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+13.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2506

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 codes2E2F2G2J2R

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.
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.

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

$175,231-100.0%

$149,696-100.0%

$139,466-100.0%

Participation rate

0.0%

83.4%-83.4pp

78.8%-78.8pp

80.3%-80.3pp

Annual return

16.63%

166.77%-150.1pp

134.46%-117.8pp

373.66%-357.0pp

Employer contribution / active EE

$2,022

$5,478-63.1%

$4,821-58.1%

$4,754-57.5%

Participant deferral / active EE

$16,229

$6,521+148.9%

$5,682+185.6%

$6,712+141.8%

Admin fee / account holder

$16,155-100.0%

$13,212-100.0%

$11,409-100.0%

CARDIAC ARRHYTHMIA SERVICES LTD PROFIT SHARING PLA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CARDIAC ARRHYTHMIA SERVICES LTD PROFIT SHARING PLA

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