Retirement plan

NORTHWEST OTOLARYNGOLOGY, INC PROFIT SHARING PLAN

Name: NORTHWEST OTOLARYNGOLOGY, INC. F/K/A JOHN J. - NORTHWEST OTOLARYNGOLOGY, INC PROFIT SHARING PLAN (2018) Form 5500
Creator: NORTHWEST OTOLARYNGOLOGY, INC. F/K/A JOHN J.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWEST OTOLARYNGOLOGY, INC PROFIT SHARING PLAN, NORTHWEST OTOLARYNGOLOGY, INC. F/K/A JOHN J.

NORTHWEST OTOLARYNGOLOGY, INC. F/K/A JOHN J.EIN 43-1172884Plan #001PY 2018

12277 DE PAUL DRIVE, SUITE 502 - ST LOUIS, MO 63044314-291-2610nwoto.comLinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.1M

-1.5% from 2017

Total participants

+8.3% from 2017

Average account balance

$176,046

-9.7% from 2017

Annual return

-6.12%

-23.32 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.03M

Not enough data

1 years with asset history on file

Average account balance

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

$448K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+17.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$614

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 codes2E3D2G2F2T

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$294 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.125%

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

$176,046

$180,462-2.4%

$154,111+14.2%

$135,379+30.0%

Participation rate

88.9%

87.4%+1.5pp

83.0%+5.9pp

82.6%+6.2pp

Annual return

-6.12%

888.17%-894.3pp

735.18%-741.3pp

519.79%-525.9pp

Employer contribution / active EE

$11,111

$6,036+84.1%

$5,298+109.7%

$4,779+132.5%

Participant deferral / active EE

$5,806-100.0%

$5,081-100.0%

$5,609-100.0%

Admin fee / account holder

$220

$16,145-98.6%

$13,411-98.4%

$10,828-98.0%

NORTHWEST OTOLARYNGOLOGY, INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHWEST OTOLARYNGOLOGY, INC PROFIT SHARING 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