Retirement plan

NEW YORK URGENT CARE, P.C. PROFIT SHARING 401(K) PENSION PLAN

Name: NEW YORK URGENT CARE, P.C. - NEW YORK URGENT CARE, P.C. PROFIT SHARING 401(K) PENSION PLAN (2021) Form 5500
Creator: NEW YORK URGENT CARE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEW YORK URGENT CARE, P.C. PROFIT SHARING 401(K) PENSION PLAN, NEW YORK URGENT CARE, P.C.

NEW YORK URGENT CARE, P.C.EIN 26-0250985Plan #003PY 2021

BELLEROSE COMMONS, 251-05 JERICHO TURNPIKE - BELLEROSE, NY 11426917-353-6943nyucc.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$1.3M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$422K

+9.1% from 2020

Total participants

+16.7% from 2020

Average account balance

$60,266

-6.5% from 2020

Annual return

-2.17%

-12.01 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$543K

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2D2E2J

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.

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

$60,266

$217,432-72.3%

$185,851-67.6%

$167,553-64.0%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

-2.17%

148.43%-150.6pp

122.11%-124.3pp

478.89%-481.1pp

Employer contribution / active EE

$5,855

$5,874-0.3%

$5,168+13.3%

$4,840+21.0%

Participant deferral / active EE

$8,667

$6,357+36.3%

$5,569+55.6%

$6,343+36.6%

Admin fee / account holder

$19,820-100.0%

$16,245-100.0%

$12,316-100.0%

NEW YORK URGENT CARE, P.C. PROFIT SHARING 401(K) PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NEW YORK URGENT CARE, P.C. PROFIT SHARING 401(K) PENSION 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