Retirement plan

ADVANCED PHYSICAL THERAPY 401(K) PLAN

Name: ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE - ADVANCED PHYSICAL THERAPY 401(K) PLAN (2018) Form 5500
Creator: ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED PHYSICAL THERAPY 401(K) PLAN, ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE

ADVANCED PHYSICAL THERAPY & SPORTS MEDICINEEIN 39-1930290Plan #001PY 2018

2105 EAST ENTERPRISE AVENUE, STE. 113 - APPLETON, WI 54913920-991-2561advancedptsm.comLinkedIn51-200 employeesmedical practice

Prospect flagsRecently reached 100 employees

How to read this page

Total assets (EOY)

$3.5M

+6.5% from 2017

Total participants

114

+11.8% from 2017

Average account balance

$33,674

-7.8% from 2017

Annual return

-4.64%

-22.28 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.00M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

129

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.

98.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$815K

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

+12.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$281

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

1 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

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$22K

$255 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.633%

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

$33,674

$75,962-55.7%

$154,108-78.1%

$64,173-47.5%

Participation rate

88.5%

70.4%+18.1pp

83.0%+5.5pp

69.6%+18.9pp

Annual return

-4.64%

30.32%-35.0pp

735.21%-739.8pp

7.63%-12.3pp

Employer contribution / active EE

$1,291

$3,350-61.5%

$5,298-75.6%

$2,381-45.8%

Participant deferral / active EE

$3,018

$3,175-5.0%

$5,081-40.6%

$3,470-13.0%

Admin fee / account holder

$213

$5,589-96.2%

$13,411-98.4%

$4,887-95.6%

ADVANCED PHYSICAL THERAPY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED PHYSICAL THERAPY 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