Retirement plan

ARIZONA PHYSICAL THERAPY, P.C. 401K PROFIT-SHARING PLAN

Name: ARIZONA PHYSICAL THERAPY, P.C. - ARIZONA PHYSICAL THERAPY, P.C. 401K PROFIT-SHARING PLAN (2016) Form 5500
Creator: ARIZONA PHYSICAL THERAPY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARIZONA PHYSICAL THERAPY, P.C. 401K PROFIT-SHARING PLAN, ARIZONA PHYSICAL THERAPY, P.C.

ARIZONA PHYSICAL THERAPY, P.C.EIN 20-5619777Plan #001PY 2016

1825 WEST CALLE TRANQUILA - TUCSON, AZ 85745520-622-6720azptgo.comLinkedIn11-50 employeesgovernment administration

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$966K

No prior year

Total participants

No prior year

Average account balance

$87,806

No prior year

Annual return

5.20%

No prior year

Benchmarks

See 109,100 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,100 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.91%

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 codes2E2J

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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$76

$8 / participant

Other / not subdivided$76100.0%

% of EOY assets

0.008%

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

$87,806

$181,898-51.7%

$156,552-43.9%

$273,970-68.0%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

5.20%

30.74%-25.5pp

32.23%-27.0pp

41.46%-36.3pp

Employer contribution / active EE

$1,274

$6,248-79.6%

$5,501-76.8%

$4,869-73.8%

Participant deferral / active EE

$2,070

$5,550-62.7%

$4,871-57.5%

$5,287-60.8%

Admin fee / account holder

$15,560-100.0%

$13,028-99.9%

$10,132-99.9%

ARIZONA PHYSICAL THERAPY, P.C. 401K PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARIZONA PHYSICAL THERAPY, P.C. 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