Retirement plan

NEPHROLOGY AND HYPERTENSION ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Name: NEPHROLOGY AND HYPERTENSION ASSOCIATES, P.C. - NEPHROLOGY AND HYPERTENSION ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: NEPHROLOGY AND HYPERTENSION ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEPHROLOGY AND HYPERTENSION ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN, NEPHROLOGY AND HYPERTENSION ASSOCIATES, P.C.

NEPHROLOGY AND HYPERTENSION ASSOCIATES, P.C.EIN 23-2767597Plan #001PY 2022

370 MIDDLETOWN BLVD, SUITE 504 AT OXFORD SQUARE - LANGHORNE, PA 19047215-757-5772mykidneydoctors.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6M

-8.7% from 2021

Total participants

+6.7% from 2021

Average account balance

$373,359

-14.4% from 2021

Annual return

-11.87%

-27.63 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.94M

Not enough data

1 years with asset history on file

Average account balance

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

$584K

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.

130.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$457K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$35K

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

+16.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7883

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

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

$30K

$2961 / participant

Other / not subdivided$30K100.0%

% of EOY assets

0.496%

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

$373,359

$167,353+123.1%

$143,797+159.6%

$134,545+177.5%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-11.87%

0.48%-12.4pp

-0.04%-11.8pp

418.37%-430.2pp

Employer contribution / active EE

$18,064

$5,620+221.4%

$4,952+264.8%

$4,742+281.0%

Participant deferral / active EE

$5,953

$6,447-7.7%

$5,638+5.6%

$6,401-7.0%

Admin fee / account holder

$1,850

$18,096-89.8%

$14,679-87.4%

$11,431-83.8%

NEPHROLOGY AND HYPERTENSION ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEPHROLOGY AND HYPERTENSION ASSOCIATES, P.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