Retirement plan

DALLAS CHILD PSYCHIATRY P.A. 401(K) PROFIT SHARING PLAN

Name: DALLAS CHILD PSYCHIATRY P.A. - DALLAS CHILD PSYCHIATRY P.A. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: DALLAS CHILD PSYCHIATRY P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DALLAS CHILD PSYCHIATRY P.A. 401(K) PROFIT SHARING PLAN, DALLAS CHILD PSYCHIATRY P.A.

DALLAS CHILD PSYCHIATRY P.A.EIN 27-4025612Plan #001PY 2024

5313 SAINT CROIX CT - RICHARDSON, TX 750824134214-603-7933drmafrina.comLinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$1.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$322K

+39.5% from 2023

Total participants

-61.5% from 2023

Average account balance

$64,361

+95.4% from 2023

Annual return

15.81%

-4.42 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$322K

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$330

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 codes2E2H2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2K

$330 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.513%

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

$64,361

$183,516-64.9%

$155,534-58.6%

$145,884-55.9%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

15.81%

61.43%-45.6pp

64.92%-49.1pp

551.85%-536.0pp

Employer contribution / active EE

$4,676

$5,315-12.0%

$4,6750%

$4,662+0.3%

Participant deferral / active EE

$6,527

$6,467+0.9%

$5,630+15.9%

$6,690-2.4%

Admin fee / account holder

$330

$19,293-98.3%

$15,900-97.9%

$13,392-97.5%

DALLAS CHILD PSYCHIATRY P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DALLAS CHILD PSYCHIATRY P.A. 401(K) 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