Retirement plan

TRIANGLE FAMILY MEDICINE PA 401K PLAN

Name: TRIANGLE FAMILY MEDICINE, PA - TRIANGLE FAMILY MEDICINE PA 401K PLAN (2020) Form 5500
Creator: TRIANGLE FAMILY MEDICINE, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIANGLE FAMILY MEDICINE PA 401K PLAN, TRIANGLE FAMILY MEDICINE, PA

TRIANGLE FAMILY MEDICINE, PAEIN 27-2985016Plan #001PY 2020

5233 SUNSET LAKE RD - HOLLY SPRINGS, NC 275403793919-387-8885trianglefamilymedicine.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$704K

+28.8% from 2019

Total participants

0.0% from 2019

Average account balance

$234,639

+28.8% from 2019

Annual return

18.49%

-5.64 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.15M

Not enough data

1 years with asset history on file

Average account balance

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

$577K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$35K

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

+12.86%

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 codes2E2J2R2T

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

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

$234,639

$209,422+12.0%

$178,503+31.4%

$158,982+47.6%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

18.49%

188.81%-170.3pp

151.12%-132.6pp

302.99%-284.5pp

Employer contribution / active EE

$17,841

$5,707+212.6%

$5,011+256.0%

$4,763+274.6%

Participant deferral / active EE

$10,363

$5,955+74.0%

$5,202+99.2%

$5,983+73.2%

Admin fee / account holder

$17,079-100.0%

$13,987-100.0%

$11,252-100.0%

TRIANGLE FAMILY MEDICINE PA 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TRIANGLE FAMILY MEDICINE PA 401K 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