Retirement plan

OMAHA NEPHROLOGY, P. C. PROFIT SHARING PLAN & TRUST

Name: OMAHA NEPHROLOGY, P.C. - OMAHA NEPHROLOGY, P. C. PROFIT SHARING PLAN & TRUST (2015) Form 5500
Creator: OMAHA NEPHROLOGY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OMAHA NEPHROLOGY, P. C. PROFIT SHARING PLAN & TRUST, OMAHA NEPHROLOGY, P.C.

OMAHA NEPHROLOGY, P.C.EIN 47-0781645Plan #002PY 2015

8901 WEST DODGE ROAD, STE 250 - OMAHA, NE 68114402-398-6700omahanephrology.comLinkedIn1-10 employeeshospital & health care

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$13.3M

No prior year

Total participants

No prior year

Average account balance

$579,382

No prior year

Annual return

0.95%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.25M

Not enough data

1 years with asset history on file

Average account balance

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

$319K

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.

145.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$488K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+12.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$89271

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

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

$579,382

$168,635+243.6%

$147,617+292.5%

$125,389+362.1%

Participation rate

94.7%

88.8%+6.0pp

84.6%+10.1pp

83.2%+11.5pp

Annual return

0.95%

77.65%-76.7pp

61.98%-61.0pp

282.24%-281.3pp

Employer contribution / active EE

$9,296

$6,252+48.7%

$5,564+67.1%

$4,866+91.0%

Participant deferral / active EE

$18,287

$5,507+232.1%

$4,895+273.6%

$5,352+241.7%

Admin fee / account holder

-$343

$13,580-102.5%

$11,612-103.0%

$9,541-103.6%

OMAHA NEPHROLOGY, P. C. PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OMAHA NEPHROLOGY, P. C. 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