Retirement plan

TETON CANCER SPECIALISTS NEW 401(K) PLAN

Name: TETON CANCER SPECIALISTS NEW 401(K) PLAN - TETON CANCER SPECIALISTS NEW 401(K) PLAN (2023) Form 5500
Creator: TETON CANCER SPECIALISTS NEW 401(K) PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TETON CANCER SPECIALISTS NEW 401(K) PLAN, TETON CANCER SPECIALISTS NEW 401(K) PLAN

TETON CANCER SPECIALISTS NEW 401(K) PLANEIN 27-3728774Plan #002PY 2023

380 WALKER DR. - REXBURG, ID 83440208-356-9559

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$591K

+43.8% from 2022

Total participants

0.0% from 2022

Average account balance

$147,769

+43.8% from 2022

Annual return

14.01%

+29.40 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$653K

Not enough data

1 years with asset history on file

Average account balance

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

$163K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+0.00%

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$147,769

$175,259-15.7%

$149,723-1.3%

$139,487+5.9%

Participation rate

80.0%

83.4%-3.4pp

78.8%+1.2pp

80.3%-0.3pp

Annual return

14.01%

166.82%-152.8pp

134.50%-120.5pp

373.84%-359.8pp

Employer contribution / active EE

$6,533

$5,478+19.3%

$4,821+35.5%

$4,755+37.4%

Participant deferral / active EE

$17,980

$6,522+175.7%

$5,682+216.4%

$6,713+167.9%

Admin fee / account holder

$16,158-100.0%

$13,215-100.0%

$11,407-100.0%

TETON CANCER SPECIALISTS NEW 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TETON CANCER SPECIALISTS NEW 401(K) 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