Retirement plan

LAWRENCE L. JOHNSON, M.D., S.C.PS PLAN

Name: LAWRENCE L. JOHNSON, M.D., S.C. - LAWRENCE L. JOHNSON, M.D., S.C.PS PLAN (2017) Form 5500
Creator: LAWRENCE L. JOHNSON, M.D., S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAWRENCE L. JOHNSON, M.D., S.C.PS PLAN, LAWRENCE L. JOHNSON, M.D., S.C.

LAWRENCE L. JOHNSON, M.D., S.C.EIN 36-3080549Plan #002PY 2017

3310 W. MAIN STREET, SUITE 115 - ST. CHARLES, IL 60175630-232-2885LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.4M

+18.8% from 2016

Total participants

+17.6% from 2016

Average account balance

$217,689

+1.0% from 2016

Annual return

16.21%

+8.08 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.18M

Not enough data

1 years with asset history on file

Average account balance

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

$326K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$133K

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

+13.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11741

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

$217,689

$198,457+9.7%

$170,435+27.7%

$147,586+47.5%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

16.21%

257.30%-241.1pp

205.94%-189.7pp

578.59%-562.4pp

Employer contribution / active EE

$1,748

$6,183-71.7%

$5,432-67.8%

$4,876-64.2%

Participant deferral / active EE

$2,948

$5,629-47.6%

$4,939-40.3%

$5,439-45.8%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

LAWRENCE L. JOHNSON, M.D., S.C.PS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LAWRENCE L. JOHNSON, M.D., S.C.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