Retirement plan

DOUGLAS J. RAMOS, M.D., 401(K) PROFIT SHARING PLAN

Name: DOUGLAS J. RAMOS, M.D., P.C. - DOUGLAS J. RAMOS, M.D., 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: DOUGLAS J. RAMOS, M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOUGLAS J. RAMOS, M.D., 401(K) PROFIT SHARING PLAN, DOUGLAS J. RAMOS, M.D., P.C.

DOUGLAS J. RAMOS, M.D., P.C.EIN 47-0837350Plan #001PY 2024

1301 SOUTH 75TH STREET, SUITE 230 - OMAHA, NE 68124402-390-6060

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+55.2% from 2023

Total participants

+16.7% from 2023

Average account balance

$86,892

+33.0% from 2023

Annual return

52.99%

+21.46 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.22M

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

280.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17K

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

+52.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$86,892

$183,516-52.7%

$155,534-44.1%

$145,884-40.4%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

52.99%

61.43%-8.4pp

64.92%-11.9pp

551.85%-498.9pp

Employer contribution / active EE

$1,718

$5,315-67.7%

$4,675-63.3%

$4,662-63.2%

Participant deferral / active EE

$1,680

$6,467-74.0%

$5,630-70.2%

$6,690-74.9%

Admin fee / account holder

$19,293-100.0%

$15,900-100.0%

$13,392-100.0%

DOUGLAS J. RAMOS, M.D., 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DOUGLAS J. RAMOS, M.D., 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