Retirement plan

VILMA JUNIO, PHYSICIAN, PLLC 401(K) PLAN

Name: VILMA JUNIO, PHYSICIAN, PLLC - VILMA JUNIO, PHYSICIAN, PLLC 401(K) PLAN (2017) Form 5500
Creator: VILMA JUNIO, PHYSICIAN, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VILMA JUNIO, PHYSICIAN, PLLC 401(K) PLAN, VILMA JUNIO, PHYSICIAN, PLLC

VILMA JUNIO, PHYSICIAN, PLLCEIN 37-1534762Plan #001PY 2017

101 W UTICA ST STE B - OSWEGO, NY 131263166315-342-4217

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$476K

+58.3% from 2016

Total participants

+200.0% from 2016

Average account balance

$59,530

-40.6% from 2016

Annual return

18.41%

+11.43 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

$1.82M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+13.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$253

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 codes2E2F2G2J2T3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$661

$73 / participant

Other / not subdivided$661100.0%

% of EOY assets

0.139%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$59,530

$198,457-70.0%

$170,435-65.1%

$147,586-59.7%

Participation rate

88.9%

88.0%+0.9pp

83.6%+5.3pp

82.8%+6.1pp

Annual return

18.41%

257.30%-238.9pp

205.94%-187.5pp

578.59%-560.2pp

Employer contribution / active EE

$11,002

$6,183+77.9%

$5,432+102.5%

$4,876+125.6%

Participant deferral / active EE

$2,340

$5,629-58.4%

$4,939-52.6%

$5,439-57.0%

Admin fee / account holder

$83

$16,852-99.5%

$13,881-99.4%

$10,886-99.2%

VILMA JUNIO, PHYSICIAN, PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VILMA JUNIO, PHYSICIAN, PLLC 401(K) PLAN

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