Retirement plan

TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C. 401 (K) PROFIT SHARING PLAN

Name: TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C. - TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C. 401 (K) PROFIT SHARING PLAN (2024) Form 5500
Creator: TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C. 401 (K) PROFIT SHARING PLAN, TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C.

TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C.EIN 22-3680797Plan #001PY 2024

171 RIDGEDALE AVENUE, SUITE A - FLORHAM PARK, NJ 07932973-377-6327LinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.2M

+13.1% from 2023

Total participants

-2.8% from 2023

Average account balance

$147,161

+16.4% from 2023

Annual return

17.79%

-1.52 pp from 2023

Benchmarks

See 109,631 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,631 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.15M

Not enough data

1 years with asset history on file

Average account balance

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

$147K

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.

194.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$177K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+17.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11286

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 codes2E2G2J3D3H

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.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$395K

$21945 / participant

Other / not subdivided$395K100.0%

% of EOY assets

7.669%

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

$147,161

$183,592-19.8%

$155,567-5.4%

$145,959+0.8%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

17.79%

61.24%-43.4pp

64.74%-46.9pp

561.95%-544.2pp

Employer contribution / active EE

$2,711

$5,315-49.0%

$4,674-42.0%

$4,661-41.8%

Participant deferral / active EE

$7,116

$6,464+10.1%

$5,628+26.4%

$6,689+6.4%

Admin fee / account holder

$11,286

$19,318-41.6%

$15,916-29.1%

$13,398-15.8%

TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C. 401 (K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C. 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