Retirement plan

CRITICAL CARE SPECIALISTS OF NORTH TEXAS, PLLC

Name: CRITICAL CARE SPECIALISTS OF NORTH TEXAS, PLLC - CRITICAL CARE SPECIALISTS OF NORTH TEXAS, PLLC (2017) Form 5500
Creator: CRITICAL CARE SPECIALISTS OF NORTH TEXAS, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRITICAL CARE SPECIALISTS OF NORTH TEXAS, PLLC, CRITICAL CARE SPECIALISTS OF NORTH TEXAS, PLLC

CRITICAL CARE SPECIALISTS OF NORTH TEXAS, PLLCEIN 46-4775850Plan #001PY 2017

1208 BROOK AVENUE - WICHITA FALLS, TX 76301940-322-4480LinkedIn11-50 employeesmedical practice

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$614K

+37.1% from 2016

Total participants

-8.3% from 2016

Average account balance

$68,217

+37.1% from 2016

Annual return

24.77%

+13.00 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.92M

Not enough data

1 years with asset history on file

Average account balance

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

$206K

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.

105.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$310K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11284

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$68,217

$198,461-65.6%

$170,436-60.0%

$147,585-53.8%

Participation rate

81.8%

88.0%-6.2pp

83.6%-1.8pp

82.8%-1.0pp

Annual return

24.77%

257.30%-232.5pp

205.94%-181.2pp

578.57%-553.8pp

Employer contribution / active EE

$4,347

$6,184-29.7%

$5,433-20.0%

$4,876-10.9%

Participant deferral / active EE

$682

$5,629-87.9%

$4,939-86.2%

$5,439-87.5%

Admin fee / account holder

$16,852-100.0%

$13,880-100.0%

$10,885-100.0%

CRITICAL CARE SPECIALISTS OF NORTH TEXAS, PLLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CRITICAL CARE SPECIALISTS OF NORTH TEXAS, PLLC

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