Retirement plan

PAUL MISKOVITZ MD PROFIT SHARING KEOGH PLAN

Name: PAUL MISKOVITZ, MD - PAUL MISKOVITZ MD PROFIT SHARING KEOGH PLAN (2016) Form 5500
Creator: PAUL MISKOVITZ, MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAUL MISKOVITZ MD PROFIT SHARING KEOGH PLAN, PAUL MISKOVITZ, MD

PAUL MISKOVITZ, MDEIN 22-2770237Plan #003PY 2016

635 MADISON AVENUE, 17TH FLOOR - NEW YORK, NY 10022212-717-4968LinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.7M

+5.8% from 2015

Total participants

0.0% from 2015

Average account balance

$885,112

+5.8% from 2015

Annual return

2.94%

+3.40 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

$3.45M

Not enough data

1 years with asset history on file

Average account balance

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

$1.7M

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

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$42K

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

+6.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$53795

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 codes2E2G3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$885,112

$181,896+386.6%

$156,551+465.4%

$273,972+223.1%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

2.94%

30.74%-27.8pp

32.23%-29.3pp

41.46%-38.5pp

Employer contribution / active EE

$23,596

$6,248+277.7%

$5,501+328.9%

$4,869+384.6%

Participant deferral / active EE

$5,550-100.0%

$4,871-100.0%

$5,287-100.0%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

PAUL MISKOVITZ MD PROFIT SHARING KEOGH PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PAUL MISKOVITZ MD PROFIT SHARING KEOGH 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