Retirement plan

IMMEDIATE CARE OF OKLAHOMA LLC 401(K) AND PROFIT SHARING PLAN

Name: IMMEDIATE CARE OF OKLAHOMA LLC - IMMEDIATE CARE OF OKLAHOMA LLC 401(K) AND PROFIT SHARING PLAN (2015) Form 5500
Creator: IMMEDIATE CARE OF OKLAHOMA LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IMMEDIATE CARE OF OKLAHOMA LLC 401(K) AND PROFIT SHARING PLAN, IMMEDIATE CARE OF OKLAHOMA LLC

IMMEDIATE CARE OF OKLAHOMA LLCEIN 26-2082630Plan #001PY 2015

P.O. BOX 720790 - NORMAN, OK 73070405-600-6869immediatecareok.comLinkedIn51-200 employeesmedical practice

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$562K

No prior year

Total participants

No prior year

Average account balance

$24,437

No prior year

Annual return

2.16%

No prior year

Benchmarks

See 15,768 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,768 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.91M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

53.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$211K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+20.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4299

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$105 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.618%

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

$24,437

$75,828-67.8%

$147,617-83.4%

$59,632-59.0%

Participation rate

69.7%

71.6%-1.9pp

84.6%-14.9pp

68.7%+1.0pp

Annual return

2.16%

0.37%+1.8pp

61.98%-59.8pp

2041.32%-2039.2pp

Employer contribution / active EE

$699

$3,485-79.9%

$5,565-87.4%

$2,203-68.2%

Participant deferral / active EE

$2,345

$3,130-25.1%

$4,895-52.1%

$3,192-26.5%

Admin fee / account holder

$151

$5,985-97.5%

$11,611-98.7%

$4,297-96.5%

IMMEDIATE CARE OF OKLAHOMA LLC 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IMMEDIATE CARE OF OKLAHOMA LLC 401(K) AND 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