Retirement plan

COREY GOLDSTEIN MDSC 401K PROFIT SHARING PLAN & TRUST

Name: COREY GOLDSTEIN MD SC - COREY GOLDSTEIN MDSC 401K PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: COREY GOLDSTEIN MD SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COREY GOLDSTEIN MDSC 401K PROFIT SHARING PLAN & TRUST, COREY GOLDSTEIN MD SC

COREY GOLDSTEIN MD SCEIN 46-5623543Plan #001PY 2018

4709 GOLF ROAD-SUITE 925 - SKOKIE, IL 60076773-307-3361

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$738K

No prior year

Total participants

No prior year

Average account balance

$184,442

No prior year

Annual return

0.66%

No prior year

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.37M

Not enough data

1 years with asset history on file

Average account balance

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

$457K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$41K

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

+12.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$169904

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 codes2E2J2R3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$7K

$1643 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.891%

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

$184,442

$180,459+2.2%

$154,108+19.7%

$135,380+36.2%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

0.66%

888.21%-887.5pp

735.21%-734.5pp

519.81%-519.1pp

Employer contribution / active EE

$11,436

$6,035+89.5%

$5,298+115.9%

$4,779+139.3%

Participant deferral / active EE

$9,375

$5,806+61.5%

$5,081+84.5%

$5,609+67.1%

Admin fee / account holder

$1,643

$16,145-89.8%

$13,411-87.8%

$10,828-84.8%

COREY GOLDSTEIN MDSC 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COREY GOLDSTEIN MDSC 401K PROFIT SHARING PLAN & TRUST

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