Retirement plan

COMPREHENSIVE INFECTIOUS DISEASE CENTER, P.C. 401K PROFIT SHARING PLAN

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

COMPREHENSIVE INFECTIOUS DISEASE CENTER, P.C.EIN 20-8045903Plan #001PY 2023

8803 S. 101ST E. AVE., SUITE 350 - TULSA, OK 74133918-615-3750LinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

+22.7% from 2022

Total participants

-27.3% from 2022

Average account balance

$289,434

+68.7% from 2022

Annual return

15.65%

+36.28 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

$2.74M

Not enough data

1 years with asset history on file

Average account balance

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

$342K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$154K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+13.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5608

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$517 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.089%

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

$289,434

$175,231+65.2%

$149,696+93.3%

$139,466+107.5%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

15.65%

166.77%-151.1pp

134.46%-118.8pp

373.66%-358.0pp

Employer contribution / active EE

$18,854

$5,478+244.2%

$4,821+291.1%

$4,754+296.6%

Participant deferral / active EE

$15,000

$6,521+130.0%

$5,682+164.0%

$6,712+123.5%

Admin fee / account holder

$259

$16,155-98.4%

$13,212-98.0%

$11,409-97.7%

COMPREHENSIVE INFECTIOUS DISEASE CENTER, P.C. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPREHENSIVE INFECTIOUS DISEASE CENTER, 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