Retirement plan

DOYLESTOWN EMERGENCY ASSOC. , P. C. P/S PLAN

Name: DOYLESTOWN EMERGENCY ASSOC., P.C. - DOYLESTOWN EMERGENCY ASSOC. , P. C. P/S PLAN (2024) Form 5500
Creator: DOYLESTOWN EMERGENCY ASSOC., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOYLESTOWN EMERGENCY ASSOC. , P. C. P/S PLAN, DOYLESTOWN EMERGENCY ASSOC., P.C.

DOYLESTOWN EMERGENCY ASSOC., P.C.EIN 23-2669993Plan #002PY 2024

595 WEST STATE STREET - DOYLESTOWN, PA 18901215-345-2673doylestownemergency.comLinkedIn11-50 employees

Prospect flagsHigh feesHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$18M

+3.0% from 2023

Total participants

+13.0% from 2023

Average account balance

$718,819

-25.8% from 2023

Annual return

20.42%

-1.57 pp from 2023

Benchmarks

See 21,710 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.67M

Not enough data

1 years with asset history on file

Average account balance

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

$867K

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.

104.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.14M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

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

+17.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23745

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 codes2E2F2G2R3D

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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$4.2M

$161888 / participant

Other / not subdivided$4M100.0%

% of EOY assets

23.422%

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

$718,819

$81,331+783.8%

$155,534+362.2%

$80,935+788.1%

Participation rate

96.2%

66.3%+29.9pp

78.2%+17.9pp

67.7%+28.5pp

Annual return

20.42%

33.37%-13.0pp

64.92%-44.5pp

35.66%-15.2pp

Employer contribution / active EE

$41,153

$3,105+1225.5%

$4,675+780.3%

$2,757+1392.8%

Participant deferral / active EE

$3,454-100.0%

$5,630-100.0%

$4,299-100.0%

Admin fee / account holder

$168,364

$7,999+2004.8%

$15,900+958.9%

$6,924+2331.5%

DOYLESTOWN EMERGENCY ASSOC. , P. C. P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOYLESTOWN EMERGENCY ASSOC. , P. C. P/S 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