Retirement plan

MICHAEL MILETIC, M.D., P.C. 401(K) PROFIT SHARING PLAN

Name: INTEGRATED HEALTH SYSTEMS INSTITUTE, PLLC - MICHAEL MILETIC, M.D., P.C. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: INTEGRATED HEALTH SYSTEMS INSTITUTE, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MICHAEL MILETIC, M.D., P.C. 401(K) PROFIT SHARING PLAN, INTEGRATED HEALTH SYSTEMS INSTITUTE, PLLC

INTEGRATED HEALTH SYSTEMS INSTITUTE, PLLCEIN 46-4335978Plan #002PY 2021

36800 WOODWARD AVE. - BLOOMFIELD HILLS, MI 48304248-593-8540

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$368K

+39.9% from 2020

Total participants

0.0% from 2020

Average account balance

$183,994

+39.9% from 2020

Annual return

24.85%

+21.22 pp from 2020

Benchmarks

See 103,200 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,200 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$605K

Not enough data

1 years with asset history on file

Average account balance

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

$605K

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

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

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

+10.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$489

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 codes2E2J2T3D

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.
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.
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

$183,994

$217,427-15.4%

$185,837-1.0%

$167,518+9.8%

Participation rate

100.0%

86.0%+14.0pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

24.85%

148.39%-123.5pp

122.08%-97.2pp

478.71%-453.9pp

Employer contribution / active EE

$13,500

$5,874+129.8%

$5,168+161.2%

$4,838+179.0%

Participant deferral / active EE

$26,000

$6,357+309.0%

$5,568+366.9%

$6,342+310.0%

Admin fee / account holder

$19,816-100.0%

$16,241-100.0%

$12,312-100.0%

MICHAEL MILETIC, M.D., P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MICHAEL MILETIC, M.D., 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