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 (2019) 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 2019

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-$395K assets

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$782K

+63.1% from 2018

Total participants

+50.8% from 2018

Average account balance

$7,975

+6.5% from 2018

Annual return

20.19%

-3.77 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 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

-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 codes2E2F2J2T3D

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.

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).

Expense breakdown

Schedule H Part II

Admin total

$15K

$181 / participant

Other / not subdivided$15K100.0%

% of EOY assets

1.941%

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

$7,975

$85,171-90.6%

$172,753-95.4%

$72,976-89.1%

Participation rate

100.0%

70.1%+29.9pp

82.6%+17.4pp

69.5%+30.5pp

Annual return

20.19%

27.32%-7.1pp

803.00%-782.8pp

81.02%-60.8pp

Employer contribution / active EE

$984

$3,324-70.4%

$5,144-80.9%

$2,440-59.7%

Participant deferral / active EE

$1,644

$3,260-49.6%

$5,198-68.4%

$3,608-54.4%

Admin fee / account holder

$155

$5,880-97.4%

$13,956-98.9%

$5,124-97.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL HEART HOMECARE AGENCY, INC. 401(K) 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