Retirement plan

MANHATTAN GASTROENTEROLOGY P.C. PROFIT SHARING PLAN

Name: MANHATTAN GASTROENTEROLOGY P.C. - MANHATTAN GASTROENTEROLOGY P.C. PROFIT SHARING PLAN (2017) Form 5500
Creator: MANHATTAN GASTROENTEROLOGY P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANHATTAN GASTROENTEROLOGY P.C. PROFIT SHARING PLAN, MANHATTAN GASTROENTEROLOGY P.C.

MANHATTAN GASTROENTEROLOGY P.C.EIN 45-2573467Plan #002PY 2017

983 PARK AVENUE, SUITE D - NEW YORK, NY 10028212-427-8761manhattangastroenterology.comLinkedIn51-200 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$583K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$219K

+63.3% from 2016

Total participants

+50.0% from 2016

Average account balance

$36,450

+8.9% from 2016

Annual return

18.20%

+14.11 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.88M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

155.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$315K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$586

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 codes2D2E2H2J

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$255 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.583%

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

$36,450

$198,457-81.6%

$170,435-78.6%

$147,586-75.3%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

18.20%

257.30%-239.1pp

205.94%-187.7pp

578.59%-560.4pp

Employer contribution / active EE

$4,885

$6,183-21.0%

$5,432-10.1%

$4,876+0.2%

Participant deferral / active EE

$7,200

$5,629+27.9%

$4,939+45.8%

$5,439+32.4%

Admin fee / account holder

$213

$16,852-98.7%

$13,881-98.5%

$10,886-98.0%

MANHATTAN GASTROENTEROLOGY P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MANHATTAN GASTROENTEROLOGY P.C. 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