Retirement plan

COMPREHENSIVE CONSULTATION CORP. 401(K) PROFIT SHARING PLAN

Name: COMPREHENSIVE CONSULTATION CORP. - COMPREHENSIVE CONSULTATION CORP. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: COMPREHENSIVE CONSULTATION CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPREHENSIVE CONSULTATION CORP. 401(K) PROFIT SHARING PLAN, COMPREHENSIVE CONSULTATION CORP.

COMPREHENSIVE CONSULTATION CORP.EIN 20-5483702Plan #001PY 2023

114-20 QUEENS BLVD, #CS2 - FORREST HILLS, NY 13375718-441-0166LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$312K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$433K

+28.0% from 2022

Total participants

+33.3% from 2022

Average account balance

$27,035

-4.0% from 2022

Annual return

12.95%

+28.43 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$541K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

266.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+9.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$349

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 codes2E2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$6K

$822 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.330%

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

$27,035

$175,259-84.6%

$149,723-81.9%

$139,487-80.6%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

12.95%

166.82%-153.9pp

134.50%-121.5pp

373.84%-360.9pp

Employer contribution / active EE

$4,057

$5,478-25.9%

$4,821-15.8%

$4,755-14.7%

Participant deferral / active EE

$3,214

$6,522-50.7%

$5,682-43.4%

$6,713-52.1%

Admin fee / account holder

$360

$16,158-97.8%

$13,215-97.3%

$11,407-96.8%

COMPREHENSIVE CONSULTATION CORP. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPREHENSIVE CONSULTATION CORP. 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