Retirement plan

PRIMECARE OF SOUTHEASTERN OHIO, INC 401(K) PROFIT SHARING PLAN & TRUST

Name: PRIMECARE OF SOUTHEASTERN OHIO, INC - PRIMECARE OF SOUTHEASTERN OHIO, INC 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: PRIMECARE OF SOUTHEASTERN OHIO, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIMECARE OF SOUTHEASTERN OHIO, INC 401(K) PROFIT SHARING PLAN & TRUST, PRIMECARE OF SOUTHEASTERN OHIO, INC

PRIMECARE OF SOUTHEASTERN OHIO, INCEIN 31-1413469Plan #001PY 2024

751 FOREST AVE, SUITE 402 - ZANESVILLE, OH 43701740-454-4651primecareseo.comLinkedIn51-200 employeeshospital & health care

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$17.5M

+14.7% from 2023

Total participants

131

-3.0% from 2023

Average account balance

$134,598

+17.3% from 2023

Annual return

14.59%

-6.02 pp from 2023

Benchmarks

See 21,710 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.50M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

130

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.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$674K

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

+14.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
PENTEGRA SERVICES, INC.10+ years Filed as: PENTEGRA Service code 15 · EIN 13-3892096 5350 SEVENTY SEVEN CENTER DRIVE · CHARLOTTE, NC 28217	Recordkeeping	$2,300
MCINTURF & HARMON COMPANY1 year Filed as: MCINTURF & HARMON COMPANY LLC Service code 26	Advisory (Participants)	$929
NATIONWIDE10+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Loan Processing	$123
MCINTURF & HARMON COMPANY10+ years Service code 26 · EIN 32-0008523 963 ADAIR AVE · ZANESVILLE, OH 43701	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$3K

$41 / participant

Contract admin$3K100.0%

% of EOY assets

0.016%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HAMILTON,WALTMAN,OBENOUR,MELSHEIMER
Auditor EIN: 203388433
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$134,598

$81,331+65.5%

$155,534-13.5%

$80,935+66.3%

Participation rate

98.5%

66.3%+32.3pp

78.2%+20.3pp

67.7%+30.8pp

Annual return

14.59%

33.37%-18.8pp

64.92%-50.3pp

35.66%-21.1pp

Employer contribution / active EE

$3,685

$3,105+18.7%

$4,675-21.2%

$2,757+33.7%

Participant deferral / active EE

$6,370

$3,454+84.4%

$5,630+13.1%

$4,299+48.2%

Admin fee / account holder

$21

$7,999-99.7%

$15,900-99.9%

$6,924-99.7%

Provider

Service type

Compensation

PENTEGRA SERVICES, INC.10+ years

Filed as: PENTEGRA

Service code 15 · EIN 13-3892096

5350 SEVENTY SEVEN CENTER DRIVE · CHARLOTTE, NC 28217

Recordkeeping

$2,300

MCINTURF & HARMON COMPANY1 year

Filed as: MCINTURF & HARMON COMPANY LLC

Service code 26

Advisory (Participants)

$929

NATIONWIDE10+ years

Service code 37 · EIN 31-4156830

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Loan Processing

$123

MCINTURF & HARMON COMPANY10+ years

Service code 26 · EIN 32-0008523

963 ADAIR AVE · ZANESVILLE, OH 43701

Advisory (Participants)

PRIMECARE OF SOUTHEASTERN OHIO, INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRIMECARE OF SOUTHEASTERN OHIO, INC 401(K) PROFIT SHARING PLAN & TRUST

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