Retirement plan

EMERGYCARE RETIREMENT PLAN

Name: EMERGYCARE, INC. - EMERGYCARE RETIREMENT PLAN (2020) Form 5500
Creator: EMERGYCARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMERGYCARE RETIREMENT PLAN, EMERGYCARE, INC.

EMERGYCARE, INC.EIN 25-1430922Plan #333PY 2020

1926 PEACH STREET - ERIE, PA 16502814-870-1010emergycare.orgLinkedIn201-500 employeespublic safety

Other plans on this EIN

1 filing

#003Retirement-$7.3M assets

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed March 24, 2021 (most recent of 3 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$7.7M

+15.2% from 2019

Total participants

312

-5.5% from 2019

Average account balance

$28,967

+13.9% from 2019

Annual return

12.60%

-5.94 pp from 2019

Benchmarks

See 3,872 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,872 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$7.67M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

219

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.

77.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$508K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
ARNETT CARBIS TOOTHMAN LLP2 years Filed as: ARNETT CARBIS TOOTHMAN, LP Service code 10 DBA WALKER BENEFITS · PITTSBURGH, PA 152643656	Accounting	$7,500
GLOBAL RETIREMENT PARTNERS LLC4 years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903	Advisory (Plan)	$6,554
EPIC RETIREMENT PLAN SERVICES3 years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 13 · EIN 25-1802421 4000 TOWN CENTER BLVD · CANONSBURG, PA 15317	Contract Administrator	$4,000
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER RET ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$1,184

Plan features & details

Pension benefit codes2A2E2G2K2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$14K

$55 / participant

Investment mgmt$14K100.0%

% of EOY assets

0.185%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: ARNETT CARBIS TOOTHMAN LLP
Auditor EIN: 550486667
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,967

$52,293-44.6%

$178,490-83.8%

$73,409-60.5%

Participation rate

82.8%

65.3%+17.4pp

81.9%+0.8pp

72.2%+10.6pp

Annual return

12.60%

34.75%-22.1pp

151.07%-138.5pp

59.29%-46.7pp

Employer contribution / active EE

$1,797

$1,735+3.6%

$5,011-64.1%

$2,234-19.5%

Participant deferral / active EE

$2,332-100.0%

$5,202-100.0%

$3,805-100.0%

Admin fee / account holder

$54

$127-57.8%

$13,984-99.6%

$158-66.0%

Provider

Service type

Compensation

ARNETT CARBIS TOOTHMAN LLP2 years

Filed as: ARNETT CARBIS TOOTHMAN, LP

Service code 10

DBA WALKER BENEFITS · PITTSBURGH, PA 152643656

Accounting

$7,500

GLOBAL RETIREMENT PARTNERS LLC4 years

Filed as: GLOBAL RETIREMENT PARTNERS

Service code 27

4340 REDWOOD HWY · SAN RAFAEL, CA 94903

Advisory (Plan)

$6,554

EPIC RETIREMENT PLAN SERVICES3 years

Filed as: CAPITAL RETIREMENT PLAN SERVICES

Service code 13 · EIN 25-1802421

4000 TOWN CENTER BLVD · CANONSBURG, PA 15317

Contract Administrator

$4,000

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER RET ADVISORY SVCS

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$1,184

EMERGYCARE RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMERGYCARE RETIREMENT PLAN

Top hat statement on fileNQDC

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