Retirement plan

APPLIED DERMATOLOGY 401K PLAN

Name: APPLIED DERMATOLOGY - APPLIED DERMATOLOGY 401K PLAN (2022) Form 5500
Creator: APPLIED DERMATOLOGY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APPLIED DERMATOLOGY 401K PLAN, APPLIED DERMATOLOGY

APPLIED DERMATOLOGYEIN 41-2241005Plan #002PY 2022

PO BOX 3277 - ENGLEWOOD, CO 801553277720-879-8082applieddermatology.comLinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$280K

+9.5% from 2021

Total participants

0.0% from 2021

Average account balance

$139,809

+9.5% from 2021

Annual return

-0.93%

-0.94 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$371K

Not enough data

1 years with asset history on file

Average account balance

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

$185K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+5.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7327

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 codes2J

Plan features

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

$139,809

$167,353-16.5%

$143,797-2.8%

$134,545+3.9%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-0.93%

0.48%-1.4pp

-0.04%-0.9pp

418.37%-419.3pp

Employer contribution / active EE

$3,067

$5,620-45.4%

$4,952-38.1%

$4,742-35.3%

Participant deferral / active EE

$10,250

$6,447+59.0%

$5,638+81.8%

$6,401+60.1%

Admin fee / account holder

$18,096-100.0%

$14,679-100.0%

$11,431-100.0%

APPLIED DERMATOLOGY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

APPLIED DERMATOLOGY 401K 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