Retirement plan

STACY R. SMITH, MD, APC DEFINED BENEFIT PENSION PLAN

Name: STACY R. SMITH, MD, APC - STACY R. SMITH, MD, APC DEFINED BENEFIT PENSION PLAN (2019) Form 5500
Creator: STACY R. SMITH, MD, APC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STACY R. SMITH, MD, APC DEFINED BENEFIT PENSION PLAN, STACY R. SMITH, MD, APC

STACY R. SMITH, MD, APCEIN 45-3049367Plan #002PY 2019

2371 LAGOON VIEW DRIVE - CARDIFF, CA 92007619-787-5723

Other plans on this EIN

1 filing

#001Retirement-$1.4M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.1M

+44.3% from 2018

Total participants

+25.0% from 2018

Average account balance

No prior year

Annual return

19.70%

+31.30 pp from 2018

Benchmarks

See 13,405 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined benefit

Participants<25

Cohort13,405 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.14%

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

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A3D

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$12K

$2396 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.584%

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

$212,470-100.0%

$428,620-100.0%

$254,542-100.0%

Participation rate

0.0%

52.4%-52.4pp

46.0%-46.0pp

47.3%-47.3pp

Annual return

19.70%

21.43%-1.7pp

20.73%-1.0pp

12.16%+7.5pp

Employer contribution / active EE

$69,867

$39,472+77.0%

$36,503+91.4%

$44,747+56.1%

Participant deferral / active EE

$80-100.0%

$77-100.0%

$170-100.0%

Admin fee / account holder

$5,476-100.0%

$7,495-100.0%

$17,640-100.0%

STACY R. SMITH, MD, APC DEFINED BENEFIT PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STACY R. SMITH, MD, APC DEFINED BENEFIT PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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