Retirement plan

STEPHEN T. SMITH, MD, PC 401(K) PROFIT SHARING PLAN

Name: STEPHEN T. SMITH, MD, PC - STEPHEN T. SMITH, MD, PC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: STEPHEN T. SMITH, MD, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEPHEN T. SMITH, MD, PC 401(K) PROFIT SHARING PLAN, STEPHEN T. SMITH, MD, PC

STEPHEN T. SMITH, MD, PCEIN 27-1280963Plan #002PY 2017

19861 N. 97TH ST. - SCOTTSDALE, AZ 85255480-621-2324

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$282K

+44.9% from 2016

Total participants

0.0% from 2016

Average account balance

$56,411

+44.9% from 2016

Annual return

0.49%

+1.10 pp from 2016

Benchmarks

See 106,910 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,910 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$253K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+12.23%

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

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

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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

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,411

$198,466-71.6%

$170,442-66.9%

$147,584-61.8%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

0.49%

257.29%-256.8pp

205.93%-205.4pp

578.55%-578.1pp

Employer contribution / active EE

$2,880

$6,184-53.4%

$5,433-47.0%

$4,876-40.9%

Participant deferral / active EE

$14,400

$5,629+155.8%

$4,939+191.5%

$5,439+164.8%

Admin fee / account holder

$16,852-100.0%

$13,880-100.0%

$10,885-100.0%

STEPHEN T. SMITH, MD, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STEPHEN T. SMITH, MD, PC 401(K) 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