Retirement plan

THOMAS P. GALLINA 401(K) PROFIT SHARING PLAN

Name: THOMAS P. GALLINA - THOMAS P. GALLINA 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: THOMAS P. GALLINA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THOMAS P. GALLINA 401(K) PROFIT SHARING PLAN, THOMAS P. GALLINA

THOMAS P. GALLINAEIN 22-3352313Plan #001PY 2019

202 CARNEGIE CENTER BLVD, SUITE 201 - PRINCETON, NJ 08540609-750-7729LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+38.6% from 2018

Total participants

0.0% from 2018

Average account balance

$181,054

+38.6% from 2018

Annual return

23.16%

+23.16 pp from 2018

Benchmarks

See 31,993 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,993 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.49M

Not enough data

1 years with asset history on file

Average account balance

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

$436K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$191K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+18.42%

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 codes2E2J2F2G3D3B

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$120

$20 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.011%

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

$181,054

$183,978-1.6%

$162,171+11.6%

$152,885+18.4%

Participation rate

100.0%

88.5%+11.5pp

87.6%+12.4pp

82.5%+17.5pp

Annual return

23.16%

150.78%-127.6pp

115.60%-92.4pp

345.39%-322.2pp

Employer contribution / active EE

$4,000

$6,370-37.2%

$5,613-28.7%

$4,763-16.0%

Participant deferral / active EE

$16,152

$8,033+101.1%

$7,297+121.3%

$5,851+176.1%

Admin fee / account holder

$20

$13,122-99.8%

$10,843-99.8%

$11,598-99.8%

THOMAS P. GALLINA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THOMAS P. GALLINA 401(K) 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