Retirement plan

ALL HEART HOMECARE AGENCY, INC. 401(K) PROFIT SHARING PLAN

Name: ALL HEART HOMECARE AGENCY, INC. - ALL HEART HOMECARE AGENCY, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: ALL HEART HOMECARE AGENCY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL HEART HOMECARE AGENCY, INC. 401(K) PROFIT SHARING PLAN, ALL HEART HOMECARE AGENCY, INC.

ALL HEART HOMECARE AGENCY, INC.EIN 46-0849637Plan #002PY 2018

1660 EAST 14TH STREET, 2ND FLOOR, #201 - BROOKLYN, NY 11229718-627-0300allheartcare.comLinkedIn501-1000 employeeshospital & health care

Other plans on this EIN

1 filing

#001Retirement-$385K assets

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$479K

+108.1% from 2017

Total participants

+58.5% from 2017

Average account balance

$7,488

+33.3% from 2017

Annual return

23.96%

+0.96 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

-81.13%

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 codes2E2F2J2T3D3F

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).
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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$7,488

$75,962-90.1%

$154,108-95.1%

$64,173-88.3%

Participation rate

98.3%

70.4%+27.9pp

83.0%+15.3pp

69.6%+28.7pp

Annual return

23.96%

30.32%-6.4pp

735.21%-711.2pp

7.63%+16.3pp

Employer contribution / active EE

$1,230

$3,350-63.3%

$5,298-76.8%

$2,381-48.3%

Participant deferral / active EE

$2,054

$3,175-35.3%

$5,081-59.6%

$3,470-40.8%

Admin fee / account holder

$5,589-100.0%

$13,411-100.0%

$4,887-100.0%

ALL HEART HOMECARE AGENCY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALL HEART HOMECARE AGENCY, INC. 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