Retirement plan

CRAIG PERLMAN PHYSICIAN, PC PROFIT SHARING PLAN

Name: CRAIG PERLMAN PHYSICIAN, PC - CRAIG PERLMAN PHYSICIAN, PC PROFIT SHARING PLAN (2020) Form 5500
Creator: CRAIG PERLMAN PHYSICIAN, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRAIG PERLMAN PHYSICIAN, PC PROFIT SHARING PLAN, CRAIG PERLMAN PHYSICIAN, PC

CRAIG PERLMAN PHYSICIAN, PCEIN 26-1404893Plan #002PY 2020

4250 HEMPSTEAD TPKE, SUITE 23 - BETHPAGE, NY 11714631-922-7877LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$2.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$937K

+38.1% from 2019

Total participants

0.0% from 2019

Average account balance

$93,741

+38.1% from 2019

Annual return

31.37%

+4.75 pp from 2019

Benchmarks

See 102,105 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,105 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.21M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

320.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+4.50%

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 codes2D2E2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$93,741

$209,428-55.2%

$178,498-47.5%

$158,950-41.0%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

31.37%

188.78%-157.4pp

151.09%-119.7pp

302.91%-271.5pp

Employer contribution / active EE

$4,374

$5,707-23.4%

$5,011-12.7%

$4,762-8.1%

Participant deferral / active EE

$3,250

$5,955-45.4%

$5,202-37.5%

$5,983-45.7%

Admin fee / account holder

$17,077-100.0%

$13,985-100.0%

$11,248-100.0%

CRAIG PERLMAN PHYSICIAN, PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CRAIG PERLMAN PHYSICIAN, PC 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