Retirement plan

PULMONARY & CRITICAL CARE ASSOCIATES SC PROFIT SHARING/401(K) PLAN

Name: PULMONARY & CRITICAL CARE ASSOCIATES SC - PULMONARY & CRITICAL CARE ASSOCIATES SC PROFIT SHARING/401(K) PLAN (2016) Form 5500
Creator: PULMONARY & CRITICAL CARE ASSOCIATES SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PULMONARY & CRITICAL CARE ASSOCIATES SC PROFIT SHARING/401(K) PLAN, PULMONARY & CRITICAL CARE ASSOCIATES SC

PULMONARY & CRITICAL CARE ASSOCIATES SCdba C/O CARNOW AND ASSOCIATES, LTDEIN 39-1830838Plan #002PY 2016

C/O CARNOW AND ASSOCIATES, LTD., 778 FRONTAGE ROAD, SUITE 101 - NORTHFIELD, IL 60093847-501-4622

Other plans on this EIN

1 filing

#003Retirement-$3.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+19.3% from 2015

Total participants

+20.0% from 2015

Average account balance

$96,777

-1.8% from 2015

Annual return

4.07%

+2.14 pp from 2015

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

$4.35M

Not enough data

1 years with asset history on file

Average account balance

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

$217K

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.

181.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$169K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+10.37%

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 codes2E2F2J

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.

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

$96,777

$181,896-46.8%

$156,551-38.2%

$273,972-64.7%

Participation rate

93.3%

88.4%+4.9pp

84.0%+9.3pp

83.0%+10.3pp

Annual return

4.07%

30.74%-26.7pp

32.23%-28.2pp

41.46%-37.4pp

Employer contribution / active EE

$6,599

$6,248+5.6%

$5,501+20.0%

$4,869+35.5%

Participant deferral / active EE

$7,373

$5,550+32.8%

$4,871+51.4%

$5,287+39.5%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

PULMONARY & CRITICAL CARE ASSOCIATES SC PROFIT SHARING/401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PULMONARY & CRITICAL CARE ASSOCIATES SC PROFIT SHARING/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