Retirement plan

PAUL G. KLEIN, DPM, FACFAS, PA EMPLOYEE'S PROFIT SHARING PLAN

Name: PAUL G. KLEIN, DPM, FACFAS, PA - PAUL G. KLEIN, DPM, FACFAS, PA EMPLOYEE'S PROFIT SHARING PLAN (2019) Form 5500
Creator: PAUL G. KLEIN, DPM, FACFAS, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAUL G. KLEIN, DPM, FACFAS, PA EMPLOYEE'S PROFIT SHARING PLAN, PAUL G. KLEIN, DPM, FACFAS, PA

PAUL G. KLEIN, DPM, FACFAS, PAEIN 22-2673170Plan #002PY 2019

401 HAMBURG TURNPIKE, STE. 110 - WAYNE, NJ 07470973-595-1555

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$815K

+37.9% from 2018

Total participants

0.0% from 2018

Average account balance

$271,762

+37.9% from 2018

Annual return

37.90%

+34.02 pp from 2018

Benchmarks

See 104,325 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,325 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$1.47M

Not enough data

1 years with asset history on file

Average account balance

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

$488K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.12%

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2R2T3D

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$537

$134 / participant

Other / not subdivided$537100.0%

% of EOY assets

0.066%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$271,762

$202,318+34.3%

$172,739+57.3%

$152,861+77.8%

Participation rate

75.0%

87.1%-12.1pp

82.6%-7.6pp

82.4%-7.4pp

Annual return

37.90%

1029.65%-991.8pp

802.84%-764.9pp

345.32%-307.4pp

Employer contribution / active EE

$5,856-100.0%

$5,143-100.0%

$4,762-100.0%

Participant deferral / active EE

$5,948-100.0%

$5,198-100.0%

$5,850-100.0%

Admin fee / account holder

$179

$17,109-99.0%

$13,954-98.7%

$11,596-98.5%

PAUL G. KLEIN, DPM, FACFAS, PA EMPLOYEE'S PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAUL G. KLEIN, DPM, FACFAS, PA EMPLOYEE'S 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