Retirement plan

EMPLOYEE PROFIT SHARING PLAN

Name: OHIO PODIATRIC MEDICAL ASSOCIATION - EMPLOYEE PROFIT SHARING PLAN (2016) Form 5500
Creator: OHIO PODIATRIC MEDICAL ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE PROFIT SHARING PLAN, OHIO PODIATRIC MEDICAL ASSOCIATION

OHIO PODIATRIC MEDICAL ASSOCIATIONdba OHIO FOOT AND ANKLE MEDICAL ASSOCIATIONEIN 23-7239698Plan #001PY 2016

1960 BETHEL RD STE 140 - COLUMBUS, OH 432201815614-457-6269

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$157K

No prior year

Total participants

No prior year

Average account balance

$78,526

No prior year

Annual return

-31.50%

No prior year

Benchmarks

See 30,920 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,920 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$210K

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35492

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 codes2C2G3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$78,526

$90,504-13.2%

$78,690-0.2%

$273,965-71.3%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

-31.50%

75.61%-107.1pp

62.18%-93.7pp

41.45%-72.9pp

Employer contribution / active EE

$10,105

$3,176+218.2%

$2,851+254.5%

$4,869+107.5%

Participant deferral / active EE

$3,901-100.0%

$3,517-100.0%

$5,287-100.0%

Admin fee / account holder

$5,263-100.0%

$4,511-100.0%

$10,132-100.0%

EMPLOYEE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EMPLOYEE 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