Retirement plan

REGENERATION COUNSELING SERVICES, INC. 401(K) PLAN

Name: REGENERATION COUNSELING SERVICES, INC. - REGENERATION COUNSELING SERVICES, INC. 401(K) PLAN (2021) Form 5500
Creator: REGENERATION COUNSELING SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REGENERATION COUNSELING SERVICES, INC. 401(K) PLAN, REGENERATION COUNSELING SERVICES, INC.

REGENERATION COUNSELING SERVICES, INC.EIN 32-0342245Plan #001PY 2021

6301 IVY LANE, SUITE 310 - GREENBELT, MD 20770301-779-8415LinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$945K

+44.6% from 2020

Total participants

0.0% from 2020

Average account balance

$42,946

+44.6% from 2020

Annual return

17.02%

-5.45 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

73.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.10%

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 codes2E2F2J2T3D

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).
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.
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

$42,946

$217,432-80.2%

$185,849-76.9%

$167,536-74.4%

Participation rate

79.2%

86.1%-6.9pp

81.7%-2.5pp

82.1%-2.9pp

Annual return

17.02%

148.42%-131.4pp

122.10%-105.1pp

478.82%-461.8pp

Employer contribution / active EE

$3,195

$5,875-45.6%

$5,169-38.2%

$4,839-34.0%

Participant deferral / active EE

$4,324

$6,357-32.0%

$5,569-22.4%

$6,342-31.8%

Admin fee / account holder

$19,818-100.0%

$16,244-100.0%

$12,315-100.0%

REGENERATION COUNSELING SERVICES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

REGENERATION COUNSELING SERVICES, INC. 401(K) 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