Retirement plan

URBANCARE, LLC 401K PROFIT SHARING PLAN

Name: URBANCARE, LLC - URBANCARE, LLC 401K PROFIT SHARING PLAN (2020) Form 5500
Creator: URBANCARE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, URBANCARE, LLC 401K PROFIT SHARING PLAN, URBANCARE, LLC

URBANCARE, LLCEIN 46-2321796Plan #001PY 2020

170 N. LAKEWOOD - LAKE IN THE HILLS, IL 601565944224-569-4000urbancaredocs.comLinkedIn11-50 employeeshealth, wellness and fitness

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

+74.2% from 2019

Total participants

+28.0% from 2019

Average account balance

$47,076

+34.8% from 2019

Annual return

43.83%

+18.35 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.05M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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

$325K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1326

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$176 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.290%

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

$47,076

$209,422-77.5%

$178,503-73.6%

$158,982-70.4%

Participation rate

95.8%

86.4%+9.5pp

81.9%+13.9pp

82.0%+13.9pp

Annual return

43.83%

188.81%-145.0pp

151.12%-107.3pp

302.99%-259.2pp

Employer contribution / active EE

$5,790

$5,707+1.5%

$5,011+15.5%

$4,763+21.6%

Participant deferral / active EE

$4,976

$5,955-16.4%

$5,202-4.3%

$5,983-16.8%

Admin fee / account holder

$136

$17,079-99.2%

$13,987-99.0%

$11,252-98.8%

URBANCARE, LLC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

URBANCARE, LLC 401K 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