Retirement plan

ENGLEWOOD PATHOLOGISTS, P.A. EMPLOYEES PROFIT SHARING PLAN

Name: ENGLEWOOD PATHOLOGISTS, P.A. - ENGLEWOOD PATHOLOGISTS, P.A. EMPLOYEES PROFIT SHARING PLAN (2017) Form 5500
Creator: ENGLEWOOD PATHOLOGISTS, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENGLEWOOD PATHOLOGISTS, P.A. EMPLOYEES PROFIT SHARING PLAN, ENGLEWOOD PATHOLOGISTS, P.A.

ENGLEWOOD PATHOLOGISTS, P.A.EIN 22-2578550Plan #001PY 2017

P.O. BOX 8069 - ENGLEWOOD, NJ 07631201-894-3419LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$3.1M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.5M

+15.4% from 2016

Total participants

0.0% from 2016

Average account balance

$751,941

+15.4% from 2016

Annual return

14.92%

+7.55 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.67M

Not enough data

1 years with asset history on file

Average account balance

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

$516K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$250K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+17.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3630

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 codes2E2F2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$174K

$24873 / participant

Other / not subdivided$174K100.0%

% of EOY assets

2.315%

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

$751,941

$198,457+278.9%

$170,435+341.2%

$147,586+409.5%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

14.92%

257.30%-242.4pp

205.94%-191.0pp

578.59%-563.7pp

Employer contribution / active EE

$11,603

$6,183+87.7%

$5,432+113.6%

$4,876+137.9%

Participant deferral / active EE

$14,571

$5,629+158.8%

$4,939+195.0%

$5,439+167.9%

Admin fee / account holder

$17,411

$16,852+3.3%

$13,881+25.4%

$10,886+59.9%

ENGLEWOOD PATHOLOGISTS, P.A. EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENGLEWOOD PATHOLOGISTS, P.A. EMPLOYEES 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