Retirement plan

DFW ASTHMA & ALLERGY CENTER PROFIT SHARING 401(K) PLAN

Name: DFW ASTHMA & ALLERGY CENTER - DFW ASTHMA & ALLERGY CENTER PROFIT SHARING 401(K) PLAN (2019) Form 5500
Creator: DFW ASTHMA & ALLERGY CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DFW ASTHMA & ALLERGY CENTER PROFIT SHARING 401(K) PLAN, DFW ASTHMA & ALLERGY CENTER

DFW ASTHMA & ALLERGY CENTEREIN 47-3992837Plan #002PY 2019

4674 MCDERMOTT RD. SUITE 310 - PLANO, TX 75024972-636-1750dfwallergycenter.comLinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$979K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$151K

No prior year

Total participants

No prior year

Average account balance

$50,440

No prior year

Annual return

1.76%

No prior year

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$500K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

225.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+13.43%

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 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 returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$50,440

$202,342-75.1%

$172,752-70.8%

$152,897-67.0%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

1.76%

1029.83%-1028.1pp

802.97%-801.2pp

345.43%-343.7pp

Employer contribution / active EE

$6,715

$5,858+14.6%

$5,144+30.5%

$4,764+41.0%

Participant deferral / active EE

$6,167

$5,948+3.7%

$5,198+18.6%

$5,851+5.4%

Admin fee / account holder

$17,111-100.0%

$13,955-100.0%

$11,599-100.0%

DFW ASTHMA & ALLERGY CENTER PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DFW ASTHMA & ALLERGY CENTER PROFIT SHARING 401(K) 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