Retirement plan

DR. MENG PEDIATRIC P.C. 401(K) PROFIT SHARING PLAN

Name: DR. MENG PEDIATRIC P.C. - DR. MENG PEDIATRIC P.C. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: DR. MENG PEDIATRIC P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR. MENG PEDIATRIC P.C. 401(K) PROFIT SHARING PLAN, DR. MENG PEDIATRIC P.C.

DR. MENG PEDIATRIC P.C.EIN 45-4409783Plan #002PY 2019

815 59TH STREET UNIT A - BROOKLYN, NY 11220646-683-0005LinkedIn1-10 employeesmedical practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$457K

+24.0% from 2018

Total participants

0.0% from 2018

Average account balance

$91,324

+24.0% from 2018

Annual return

8.05%

+12.40 pp from 2018

Benchmarks

See 104,318 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,318 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$961K

Not enough data

1 years with asset history on file

Average account balance

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

$192K

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

$161K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+8.18%

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$91,324

$202,326-54.9%

$172,745-47.1%

$152,870-40.3%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.4%+17.6pp

Annual return

8.05%

1029.72%-1021.7pp

802.90%-794.8pp

345.34%-337.3pp

Employer contribution / active EE

$2,151

$5,858-63.3%

$5,144-58.2%

$4,763-54.8%

Participant deferral / active EE

$12,500

$5,948+110.2%

$5,197+140.5%

$5,850+113.7%

Admin fee / account holder

$17,110-100.0%

$13,954-100.0%

$11,597-100.0%

DR. MENG PEDIATRIC P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DR. MENG PEDIATRIC P.C. 401(K) PROFIT SHARING 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