Retirement plan

PAIN TREATMENT CENTERS OF AMERICA, PLLC 401(K) PROFIT SHARING PLAN

Name: PAIN TREATMENT CENTERS OF AMERICA, PLLC - PAIN TREATMENT CENTERS OF AMERICA, PLLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: PAIN TREATMENT CENTERS OF AMERICA, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAIN TREATMENT CENTERS OF AMERICA, PLLC 401(K) PROFIT SHARING PLAN, PAIN TREATMENT CENTERS OF AMERICA, PLLC

PAIN TREATMENT CENTERS OF AMERICA, PLLCEIN 46-4786388Plan #001PY 2020

108 N. SHACKLEFORD RD - LITTLE ROCK, AR 72211501-773-6993ptcoa.comLinkedIn201-500 employeeshospital & health care

Prospect flagsLow participationRecently reached 100 employeesCorrective distributions

How to read this page

Total assets (EOY)

$2.3M

+129.9% from 2019

Total participants

151

+30.2% from 2019

Average account balance

$20,864

+72.9% from 2019

Annual return

101.41%

+69.83 pp from 2019

Benchmarks

See 5,414 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,414 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.13M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

169

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.

50.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$759K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$127

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 82-4555287	Recordkeeping	$4,349

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H2T3F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: LANDMARK PLC, CERTIFIED PUBLIC ACCO
Auditor EIN: 710355269
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,864

$58,895-64.6%

$178,503-88.3%

$73,497-71.6%

Participation rate

68.9%

66.2%+2.7pp

81.9%-13.0pp

70.7%-1.8pp

Annual return

101.41%

24.86%+76.5pp

151.12%-49.7pp

28.51%+72.9pp

Employer contribution / active EE

$863

$2,236-61.4%

$5,011-82.8%

$2,270-62.0%

Participant deferral / active EE

$3,871

$2,567+50.8%

$5,202-25.6%

$3,740+3.5%

Admin fee / account holder

$400-100.0%

$13,987-100.0%

$513-100.0%

Provider

Service type

Compensation

AMERICAN FUNDS1 year

Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI

Service code 15 · EIN 82-4555287

Recordkeeping

$4,349

PAIN TREATMENT CENTERS OF AMERICA, PLLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAIN TREATMENT CENTERS OF AMERICA, PLLC 401(K) 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