Retirement plan

COMPREHENSIVE PEDIATRICS PROFIT SHARING PENSION PLAN

Name: COMPREHENSIVE PEDIATRICS - COMPREHENSIVE PEDIATRICS PROFIT SHARING PENSION PLAN (2024) Form 5500
Creator: COMPREHENSIVE PEDIATRICS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPREHENSIVE PEDIATRICS PROFIT SHARING PENSION PLAN, COMPREHENSIVE PEDIATRICS

COMPREHENSIVE PEDIATRICSEIN 32-0065749Plan #002PY 2024

2 LINCOLN HWY STE 500 - EDISON, NJ 088203961732-516-9868comprehensivepediatriccare.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#003Retirement-$198K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$537K

+42.4% from 2023

Total participants

+14.3% from 2023

Average account balance

$33,572

+24.6% from 2023

Annual return

21.32%

-27.02 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$537K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

266.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+21.32%

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 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

$33,572

$183,539-81.7%

$155,556-78.4%

$145,897-77.0%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

21.32%

61.31%-40.0pp

64.84%-43.5pp

552.29%-531.0pp

Employer contribution / active EE

$13,233

$5,315+149.0%

$4,675+183.0%

$4,663+183.8%

Participant deferral / active EE

$6,467-100.0%

$5,631-100.0%

$6,689-100.0%

Admin fee / account holder

$19,275-100.0%

$15,885-100.0%

$13,390-100.0%

COMPREHENSIVE PEDIATRICS PROFIT SHARING PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COMPREHENSIVE PEDIATRICS PROFIT SHARING PENSION 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