Retirement plan

HALANA ROTHBORT, MD PROFIT SHARING PLAN

Name: HALANA ROTHBORT, MD - HALANA ROTHBORT, MD PROFIT SHARING PLAN (2022) Form 5500
Creator: HALANA ROTHBORT, MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HALANA ROTHBORT, MD PROFIT SHARING PLAN, HALANA ROTHBORT, MD

HALANA ROTHBORT, MDEIN 20-8680257Plan #001PY 2022

222 ROCKAWAY TURNPIKE SUITE 1 - CEDARHURST, NY 11516516-333-3352

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$431K

-29.1% from 2021

Total participants

0.0% from 2021

Average account balance

$215,280

-29.1% from 2021

Annual return

-41.35%

-48.22 pp from 2021

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$633K

Not enough data

1 years with asset history on file

Average account balance

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

$211K

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

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

-8.85%

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 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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$215,280

$167,352+28.6%

$143,788+49.7%

$134,509+60.0%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-41.35%

0.47%-41.8pp

-0.03%-41.3pp

418.13%-459.5pp

Employer contribution / active EE

$23,776

$5,620+323.1%

$4,952+380.2%

$4,741+401.5%

Participant deferral / active EE

$13,500

$6,447+109.4%

$5,638+139.4%

$6,400+110.9%

Admin fee / account holder

$18,091-100.0%

$14,675-100.0%

$11,427-100.0%

HALANA ROTHBORT, MD PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HALANA ROTHBORT, MD PROFIT SHARING PLAN

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