Retirement plan

URBANCARE, LLC 401K PROFIT SHARING PLAN

Name: URBANCARE, LLC - URBANCARE, LLC 401K PROFIT SHARING PLAN (2021) 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 2021

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)

$2.2M

+49.4% from 2020

Total participants

+25.0% from 2020

Average account balance

$57,393

+21.9% from 2020

Annual return

27.04%

-16.80 pp from 2020

Benchmarks

See 18,805 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,805 peers

Snapshot2021

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

$8K

$313 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.388%

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

$57,393

$95,406-39.8%

$185,849-69.1%

$85,847-33.1%

Participation rate

92.6%

68.8%+23.8pp

81.7%+10.9pp

69.3%+23.3pp

Annual return

27.04%

23.59%+3.4pp

122.10%-95.1pp

318.61%-291.6pp

Employer contribution / active EE

$7,021

$3,314+111.9%

$5,169+35.8%

$2,565+173.7%

Participant deferral / active EE

$5,405

$3,424+57.9%

$5,569-2.9%

$3,952+36.8%

Admin fee / account holder

$222

$7,214-96.9%

$16,244-98.6%

$6,261-96.4%

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