Retirement plan

NEWTON FAMILY PHYSICIANS PA PS PLAN

Name: NEWTON FAMILY PHYSICIANS - NEWTON FAMILY PHYSICIANS PA PS PLAN (2017) Form 5500
Creator: NEWTON FAMILY PHYSICIANS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEWTON FAMILY PHYSICIANS PA PS PLAN, NEWTON FAMILY PHYSICIANS

NEWTON FAMILY PHYSICIANSEIN 31-0993406Plan #001PY 2017

767 WEST FIRST STREET - NEWTON, NC 28658828-465-3928newtonfamilyphysicians.comLinkedIn11-50 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.2M

+18.5% from 2016

Total participants

0.0% from 2016

Average account balance

$200,576

+11.9% from 2016

Annual return

14.39%

+13.80 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.10M

Not enough data

1 years with asset history on file

Average account balance

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

$262K

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.

147.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$338K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7943

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 codes2E2F2G2T3D

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.
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.
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

$200,576

$84,236+138.1%

$170,435+17.7%

$70,126+186.0%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

14.39%

23.06%-8.7pp

205.94%-191.6pp

73.15%-58.8pp

Employer contribution / active EE

$9,254

$3,387+173.2%

$5,432+70.3%

$2,343+295.0%

Participant deferral / active EE

$3,086-100.0%

$4,939-100.0%

$3,332-100.0%

Admin fee / account holder

$5,698-100.0%

$13,881-100.0%

$4,645-100.0%

NEWTON FAMILY PHYSICIANS PA PS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NEWTON FAMILY PHYSICIANS PA PS 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