Retirement plan

IVAN LOPEZ, M.D., PC 401(K) PROFIT SHARING PLAN & TRUST

Name: IVAN LOPEZ, M.D., PC - IVAN LOPEZ, M.D., PC 401(K) PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: IVAN LOPEZ, M.D., PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IVAN LOPEZ, M.D., PC 401(K) PROFIT SHARING PLAN & TRUST, IVAN LOPEZ, M.D., PC

IVAN LOPEZ, M.D., PCEIN 27-0530817Plan #001PY 2018

2003 MONTGOMERY ROAD, SUITE 106 - AURORA, IL 60504708-890-9115

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$304K

+11.4% from 2017

Total participants

+33.3% from 2017

Average account balance

$37,972

-16.4% from 2017

Annual return

-6.14%

-23.07 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$963K

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

550.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+14.75%

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.

Expense breakdown

Schedule H Part II

Admin total

$90

$30 / participant

Other / not subdivided$90100.0%

% of EOY assets

0.030%

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

$37,972

$180,466-79.0%

$154,114-75.4%

$135,382-72.0%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-6.14%

888.15%-894.3pp

735.16%-741.3pp

519.77%-525.9pp

Employer contribution / active EE

$7,791

$6,035+29.1%

$5,298+47.1%

$4,779+63.0%

Participant deferral / active EE

$8,167

$5,806+40.7%

$5,081+60.7%

$5,609+45.6%

Admin fee / account holder

$11

$16,144-99.9%

$13,411-99.9%

$10,829-99.9%

IVAN LOPEZ, M.D., PC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IVAN LOPEZ, M.D., PC 401(K) PROFIT SHARING PLAN & TRUST

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