Retirement plan

FIDELITY DEFINED CONTRIBUTION PROFIT SHARING PLAN FOR DAVID H THIERMAN,MD

Name: DAVID THIERMAN MD - FIDELITY DEFINED CONTRIBUTION PROFIT SHARING PLAN FOR DAVID H THIERMAN,MD (2024) Form 5500
Creator: DAVID THIERMAN MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIDELITY DEFINED CONTRIBUTION PROFIT SHARING PLAN FOR DAVID H THIERMAN,MD, DAVID THIERMAN MD

DAVID THIERMAN MDEIN 22-2667275Plan #001PY 2024

66 EAST SHORE TRAIL - SPARTA, NJ 07871201-306-8973

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$186K

+44.9% from 2023

Total participants

0.0% from 2023

Average account balance

$185,632

+44.9% from 2023

Annual return

16.99%

-3.19 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$186K

Not enough data

1 years with asset history on file

Average account balance

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

$186K

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

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+16.99%

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 codes2E2G

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$185,632

$183,516+1.2%

$155,534+19.4%

$145,884+27.2%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

16.99%

61.43%-44.4pp

64.92%-47.9pp

551.85%-534.9pp

Employer contribution / active EE

$5,315-100.0%

$4,675-100.0%

$4,662-100.0%

Participant deferral / active EE

$35,753

$6,467+452.9%

$5,630+535.0%

$6,690+434.5%

Admin fee / account holder

$19,293-100.0%

$15,900-100.0%

$13,392-100.0%

FIDELITY DEFINED CONTRIBUTION PROFIT SHARING PLAN FOR DAVID H THIERMAN,MD

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FIDELITY DEFINED CONTRIBUTION PROFIT SHARING PLAN FOR DAVID H THIERMAN,MD

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