Retirement plan

INFECTIOUS DISEASE CONSULTANTS OF NORTHERN IL PROFIT SHARING 401(K) PLAN

Name: INFECTIOUS DISEASE CONSULTANTS OF NORTHERN IL - INFECTIOUS DISEASE CONSULTANTS OF NORTHERN IL PROFIT SHARING 401(K) PLAN (2023) Form 5500
Creator: INFECTIOUS DISEASE CONSULTANTS OF NORTHERN IL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INFECTIOUS DISEASE CONSULTANTS OF NORTHERN IL PROFIT SHARING 401(K) PLAN, INFECTIOUS DISEASE CONSULTANTS OF NORTHERN IL

INFECTIOUS DISEASE CONSULTANTS OF NORTHERN ILEIN 46-1982951Plan #001PY 2023

1870 W. WINCHESTER ROAD, SUITE 247 - LIBERTYVILLE, IL 60048847-672-4940LinkedIn1-10 employeeshospital & health care

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+35.8% from 2022

Total participants

+20.0% from 2022

Average account balance

$91,762

+13.2% from 2022

Annual return

18.27%

+34.18 pp from 2022

Benchmarks

See 108,094 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,094 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.40M

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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.

162.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$156K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+13.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$332

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

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

$3K

$386 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.246%

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

$91,762

$175,212-47.6%

$149,682-38.7%

$139,427-34.2%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

18.27%

166.63%-148.4pp

134.35%-116.1pp

373.27%-355.0pp

Employer contribution / active EE

$12,735

$5,475+132.6%

$4,818+164.3%

$4,752+168.0%

Participant deferral / active EE

$7,575

$6,520+16.2%

$5,681+33.3%

$6,711+12.9%

Admin fee / account holder

$225

$16,150-98.6%

$13,210-98.3%

$11,404-98.0%

INFECTIOUS DISEASE CONSULTANTS OF NORTHERN IL PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INFECTIOUS DISEASE CONSULTANTS OF NORTHERN IL PROFIT SHARING 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