Retirement plan

BRIAN R. DRABIK, D. O. , P. C. PROFIT SHARING PLAN

Name: BRIAN R. DRABIK, D.O., P.C. - BRIAN R. DRABIK, D. O. , P. C. PROFIT SHARING PLAN (2016) Form 5500
Creator: BRIAN R. DRABIK, D.O., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIAN R. DRABIK, D. O. , P. C. PROFIT SHARING PLAN, BRIAN R. DRABIK, D.O., P.C.

BRIAN R. DRABIK, D.O., P.C.EIN 38-3544277Plan #001PY 2016

1011 SUNNYSIDE DRIVE - CADILLAC, MI 49601231-779-2565

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

No prior year

Total participants

No prior year

Average account balance

$204,092

No prior year

Annual return

9.49%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.81M

Not enough data

1 years with asset history on file

Average account balance

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

$317K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2289

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$204,092

$181,896+12.2%

$156,551+30.4%

$273,972-25.5%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

9.49%

30.74%-21.3pp

32.23%-22.7pp

41.46%-32.0pp

Employer contribution / active EE

$2,171

$6,248-65.3%

$5,501-60.5%

$4,869-55.4%

Participant deferral / active EE

$4,839

$5,550-12.8%

$4,871-0.7%

$5,287-8.5%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

BRIAN R. DRABIK, D. O. , P. C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BRIAN R. DRABIK, D. O. , P. C. 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