Retirement plan

ZANESVILLE PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN

Name: ZANESVILLE PEDIATRICS, INC. - ZANESVILLE PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ZANESVILLE PEDIATRICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZANESVILLE PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN, ZANESVILLE PEDIATRICS, INC.

ZANESVILLE PEDIATRICS, INC.EIN 31-1752492Plan #001PY 2017

1066 BEVERLY AVENUE - ZANESVILLE, OH 43701740-450-9200zanesvillepediatrics.comLinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1M

+44.3% from 2016

Total participants

+12.5% from 2016

Average account balance

$113,011

+28.2% from 2016

Annual return

25.45%

+22.27 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$136K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+39.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1455

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 codes2E2J3D

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.
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

$113,011

$198,462-43.1%

$170,439-33.7%

$147,585-23.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

25.45%

257.30%-231.8pp

205.94%-180.5pp

578.58%-553.1pp

Employer contribution / active EE

$12,088

$6,184+95.5%

$5,433+122.5%

$4,876+147.9%

Participant deferral / active EE

$6,857

$5,629+21.8%

$4,939+38.8%

$5,439+26.1%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

ZANESVILLE PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ZANESVILLE PEDIATRICS, INC. 401(K) PROFIT SHARING 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