Retirement plan

REGIONAL RHEUMATOLOGY, P.C. 401(K) PROFIT SHARING PLAN

Name: REGIONAL RHEUMATOLOGY, P.C. - REGIONAL RHEUMATOLOGY, P.C. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: REGIONAL RHEUMATOLOGY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REGIONAL RHEUMATOLOGY, P.C. 401(K) PROFIT SHARING PLAN, REGIONAL RHEUMATOLOGY, P.C.

REGIONAL RHEUMATOLOGY, P.C.EIN 46-2092275Plan #001PY 2023

1562 ELKINS AVENUE - ABINGTON, PA 19001215-990-6203LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$408K

+31.4% from 2022

Total participants

0.0% from 2022

Average account balance

$101,920

+31.4% from 2022

Annual return

18.08%

+33.71 pp from 2022

Benchmarks

See 6,332 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,332 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$493K

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+12.96%

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

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

$101,920

$141,001-27.7%

$112,228-9.2%

$139,487-26.9%

Participation rate

100.0%

79.2%+20.8pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

18.08%

32.75%-14.7pp

30.23%-12.1pp

373.84%-355.8pp

Employer contribution / active EE

$9,367

$4,285+118.6%

$3,432+173.0%

$4,755+97.0%

Participant deferral / active EE

$11,250

$5,877+91.4%

$4,800+134.4%

$6,713+67.6%

Admin fee / account holder

$9,959-100.0%

$7,752-100.0%

$11,407-100.0%

REGIONAL RHEUMATOLOGY, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

REGIONAL RHEUMATOLOGY, P.C. 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