Retirement plan

URBANCARE, LLC 401K PROFIT SHARING PLAN

Name: URBANCARE, LLC - URBANCARE, LLC 401K PROFIT SHARING PLAN (2023) 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 2023

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.4M

+37.5% from 2022

Total participants

+6.5% from 2022

Average account balance

$86,472

+111.1% from 2022

Annual return

20.44%

+47.64 pp from 2022

Benchmarks

See 20,797 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,797 peers

Snapshot2023

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$7K

$234 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.281%

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

$86,472

$77,920+11.0%

$149,723-42.2%

$75,177+15.0%

Participation rate

27.6%

65.6%-38.0pp

78.8%-51.2pp

67.2%-39.6pp

Annual return

20.44%

31.72%-11.3pp

134.50%-114.1pp

160.75%-140.3pp

Employer contribution / active EE

$5,842

$3,138+86.2%

$4,821+21.2%

$2,671+118.7%

Participant deferral / active EE

$4,728

$3,411+38.6%

$5,682-16.8%

$4,126+14.6%

Admin fee / account holder

$243

$5,951-95.9%

$13,215-98.2%

$5,651-95.7%

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