Retirement plan

JDC PEDIATRICS PROFIT SHARING PLAN

Name: LYNDA BRUNO - JDC PEDIATRICS PROFIT SHARING PLAN (2019) Form 5500
Creator: LYNDA BRUNO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JDC PEDIATRICS PROFIT SHARING PLAN, LYNDA BRUNO

LYNDA BRUNOdba JDC PEDIATRICSEIN 23-1896303Plan #002PY 2019

2025 TECHNOLOGY PKWY STE 108 - MECHANICSBURG, PA 170509401717-791-2887jdcpediatrics.comLinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$11.2M

-11.8% from 2018

Total participants

+5.7% from 2018

Average account balance

-100.0% from 2018

Annual return

20.17%

+25.76 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.38M

Not enough data

1 years with asset history on file

Average account balance

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

$383K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$513K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+12.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15679

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 codes2E2G2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4.7M

$135544 / participant

Other / not subdivided$5M100.0%

% of EOY assets

42.209%

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

$85,171-100.0%

$172,753-100.0%

$72,976-100.0%

Participation rate

0.0%

70.1%-70.1pp

82.6%-82.6pp

69.5%-69.5pp

Annual return

20.17%

27.32%-7.2pp

803.00%-782.8pp

81.02%-60.8pp

Employer contribution / active EE

$11,591

$3,324+248.7%

$5,144+125.3%

$2,440+375.0%

Participant deferral / active EE

$6,453

$3,260+98.0%

$5,198+24.2%

$3,608+78.9%

Admin fee / account holder

$5,880-100.0%

$13,956-100.0%

$5,124-100.0%

JDC PEDIATRICS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JDC PEDIATRICS 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