Retirement plan

THE PAIN ASSOCIATES 401(K) PLAN

Name: COMMONWEALTH PAIN ASSOCIATES, PLLC - THE PAIN ASSOCIATES 401(K) PLAN (2018) Form 5500
Creator: COMMONWEALTH PAIN ASSOCIATES, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE PAIN ASSOCIATES 401(K) PLAN, COMMONWEALTH PAIN ASSOCIATES, PLLC

COMMONWEALTH PAIN ASSOCIATES, PLLCEIN 46-1507241Plan #001PY 2018

222 SOUTH FIRST STREET - LOUISVILLE, KY 40202502-855-7205LinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+29.4% from 2017

Total participants

114

+37.3% from 2017

Average account balance

$17,374

+14.2% from 2017

Annual return

-2.55%

-53.74 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

$17.45M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

436

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.

68.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+54.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$131

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

1 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 codes2E2F2G2J2T3D

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$18K

$211 / participant

Other / not subdivided$18K100.0%

% of EOY assets

1.084%

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

$17,374

$75,962-77.1%

$154,111-88.7%

$64,173-72.9%

Participation rate

76.2%

70.4%+5.8pp

83.0%-6.8pp

69.6%+6.6pp

Annual return

-2.55%

30.32%-32.9pp

735.18%-737.7pp

7.63%-10.2pp

Employer contribution / active EE

$1,685

$3,350-49.7%

$5,298-68.2%

$2,381-29.2%

Participant deferral / active EE

$3,323

$3,175+4.7%

$5,081-34.6%

$3,470-4.2%

Admin fee / account holder

$188

$5,589-96.6%

$13,411-98.6%

$4,887-96.1%

THE PAIN ASSOCIATES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE PAIN ASSOCIATES 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