Retirement plan

LUNG, SLEEP & WELLNESS CENTER, P.C. 401-K PLAN

Name: LUNG, SLEEP & WELLNESS CENTER, PC - LUNG, SLEEP & WELLNESS CENTER, P.C. 401-K PLAN (2018) Form 5500
Creator: LUNG, SLEEP & WELLNESS CENTER, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LUNG, SLEEP & WELLNESS CENTER, P.C. 401-K PLAN, LUNG, SLEEP & WELLNESS CENTER, PC

LUNG, SLEEP & WELLNESS CENTER, PCEIN 46-0682600Plan #001PY 2018

771 PARK CENTRE DRIVE, SUITE C - KERNERSVILLE, NC 27284336-497-5232lungsleepwellness.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$454K

+21.1% from 2017

Total participants

+100.0% from 2017

Average account balance

$75,667

+21.1% from 2017

Annual return

-4.94%

-29.97 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

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$166K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+17.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1020

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$233 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.308%

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

$75,667

$180,462-58.1%

$154,111-50.9%

$135,379-44.1%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-4.94%

888.17%-893.1pp

735.18%-740.1pp

519.79%-524.7pp

Employer contribution / active EE

$9,551

$6,036+58.2%

$5,298+80.3%

$4,779+99.9%

Participant deferral / active EE

$6,947

$5,806+19.6%

$5,081+36.7%

$5,609+23.9%

Admin fee / account holder

$233

$16,145-98.6%

$13,411-98.3%

$10,828-97.8%

LUNG, SLEEP & WELLNESS CENTER, P.C. 401-K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LUNG, SLEEP & WELLNESS CENTER, P.C. 401-K 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