Retirement plan

OZARK PHYSICAL THERAPY SPECIALISTS 401(K) PLAN

Name: PHYSICAL THERAPY SPECIALISTS OF THE OZARKS LLC - OZARK PHYSICAL THERAPY SPECIALISTS 401(K) PLAN (2021) Form 5500
Creator: PHYSICAL THERAPY SPECIALISTS OF THE OZARKS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OZARK PHYSICAL THERAPY SPECIALISTS 401(K) PLAN, PHYSICAL THERAPY SPECIALISTS OF THE OZARKS LLC

PHYSICAL THERAPY SPECIALISTS OF THE OZARKS LLCdba OZARK PHYSICAL THERAPY SPECIALSTSEIN 46-2004995Plan #001PY 2021

804 COLEY DR - MOUNTAIN HOME, AR 726532523870-424-2224

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$178K

+93.6% from 2020

Total participants

0.0% from 2020

Average account balance

$22,308

+93.6% from 2020

Annual return

13.59%

-4.89 pp from 2020

Benchmarks

See 103,228 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,228 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$322K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+9.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2717

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

See the 7-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2H2J2R2T

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$296 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.326%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,308

$217,402-89.7%

$185,823-88.0%

$167,490-86.7%

Participation rate

100.0%

86.0%+14.0pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

13.59%

148.36%-134.8pp

122.05%-108.5pp

478.56%-465.0pp

Employer contribution / active EE

$1,822

$5,873-69.0%

$5,167-64.7%

$4,837-62.3%

Participant deferral / active EE

$7,423

$6,356+16.8%

$5,568+33.3%

$6,341+17.1%

Admin fee / account holder

$296

$19,811-98.5%

$16,237-98.2%

$12,309-97.6%

OZARK PHYSICAL THERAPY SPECIALISTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OZARK PHYSICAL THERAPY SPECIALISTS 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