Retirement plan

MARTIN SCOTT D.O. & ASSOCIATES 401(K) PROFIT SHARING PLAN

Name: MARTIN SCOTT D.O. & ASSOCIATES - MARTIN SCOTT D.O. & ASSOCIATES 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: MARTIN SCOTT D.O. & ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARTIN SCOTT D.O. & ASSOCIATES 401(K) PROFIT SHARING PLAN, MARTIN SCOTT D.O. & ASSOCIATES

MARTIN SCOTT D.O. & ASSOCIATESEIN 22-3814940Plan #002PY 2021

2312 WHITEHORSE MERCERVILLE ROAD - MERCERVILLE, NJ 08619609-890-6363

Other plans on this EIN

1 filing

#001Retirement-$598K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$159K

+32.7% from 2020

Total participants

+25.0% from 2020

Average account balance

$31,861

+6.2% from 2020

Annual return

9.57%

+8.20 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

+0.56%

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 codes2E2F2G2J3D

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.
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.

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

$31,861

$217,432-85.3%

$185,851-82.9%

$167,553-81.0%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

9.57%

148.43%-138.9pp

122.11%-112.5pp

478.89%-469.3pp

Employer contribution / active EE

$2,068

$5,874-64.8%

$5,168-60.0%

$4,840-57.3%

Participant deferral / active EE

$4,875

$6,357-23.3%

$5,569-12.5%

$6,343-23.1%

Admin fee / account holder

$19,820-100.0%

$16,245-100.0%

$12,316-100.0%

MARTIN SCOTT D.O. & ASSOCIATES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MARTIN SCOTT D.O. & ASSOCIATES 401(K) PROFIT SHARING 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