Retirement plan

SCARPELLI & ASSOCIATES PHYSICAL THERAPY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: SCARPELLI & ASSOCIATES PHYSICAL THERAPY, INC. - SCARPELLI & ASSOCIATES PHYSICAL THERAPY, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: SCARPELLI & ASSOCIATES PHYSICAL THERAPY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCARPELLI & ASSOCIATES PHYSICAL THERAPY, INC. 401(K) PROFIT SHARING PLAN AND TRUST, SCARPELLI & ASSOCIATES PHYSICAL THERAPY, INC.

SCARPELLI & ASSOCIATES PHYSICAL THERAPY, INC.EIN 47-2439326Plan #001PY 2017

4200 18TH STREET SUITE 102 - SAN FRANCISCO, CA 94114415-626-1929scarpellipt.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$43K

+162.3% from 2016

Total participants

0.0% from 2016

Average account balance

$21,391

+162.3% from 2016

Annual return

105.32%

+124.84 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$203K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+20.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11622

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$21,391

$198,462-89.2%

$170,439-87.4%

$147,585-85.5%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

105.32%

257.30%-152.0pp

205.94%-100.6pp

578.58%-473.3pp

Employer contribution / active EE

$2,570

$6,184-58.4%

$5,433-52.7%

$4,876-47.3%

Participant deferral / active EE

$2,074

$5,629-63.2%

$4,939-58.0%

$5,439-61.9%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

SCARPELLI & ASSOCIATES PHYSICAL THERAPY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SCARPELLI & ASSOCIATES PHYSICAL THERAPY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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