Retirement plan

TFP 401(K) PROFIT SHARING PLAN

Name: TRINITY FAMILY PHYSICIANS, PL - TFP 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: TRINITY FAMILY PHYSICIANS, PL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TFP 401(K) PROFIT SHARING PLAN, TRINITY FAMILY PHYSICIANS, PL

TRINITY FAMILY PHYSICIANS, PLEIN 20-8632096Plan #001PY 2016

1817 CYPRESS BROOK DRIVE, SUITE 101 - TRINITY, FL 34655727-834-8377LinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$399K

+48.5% from 2015

Total participants

0.0% from 2015

Average account balance

$44,297

+48.5% from 2015

Annual return

16.09%

+24.05 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.15M

Not enough data

1 years with asset history on file

Average account balance

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

$191K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+4.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5811

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 codes2E2J3D

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$16

$2 / participant

Other / not subdivided$16100.0%

% of EOY assets

0.004%

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

$44,297

$181,896-75.6%

$156,551-71.7%

$273,972-83.8%

Participation rate

85.7%

88.4%-2.7pp

84.0%+1.7pp

83.0%+2.7pp

Annual return

16.09%

30.74%-14.7pp

32.23%-16.1pp

41.46%-25.4pp

Employer contribution / active EE

$3,050

$6,248-51.2%

$5,501-44.6%

$4,869-37.4%

Participant deferral / active EE

$9,376

$5,550+68.9%

$4,871+92.5%

$5,287+77.3%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

TFP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TFP 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