Retirement plan

MODERN THERAPY OHIO 401(K) PROFIT SHARING PLAN

Name: SHANA KEMP PRICE COUNSELING ASSOCIATIONS LLC - MODERN THERAPY OHIO 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: SHANA KEMP PRICE COUNSELING ASSOCIATIONS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MODERN THERAPY OHIO 401(K) PROFIT SHARING PLAN, SHANA KEMP PRICE COUNSELING ASSOCIATIONS LLC

SHANA KEMP PRICE COUNSELING ASSOCIATIONS LLCEIN 47-5065062Plan #002PY 2023

78 VILLAGE POINTE DRIVE - POWELL, OH 43065614-329-8862

Other plans on this EIN

1 filing

#001Retirement-$3K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$126K

No prior year

Total participants

No prior year

Average account balance

$62,893

No prior year

Annual return

325.33%

No prior year

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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

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

$1K

$733 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.165%

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

$62,893

$175,259-64.1%

$149,723-58.0%

$139,487-54.9%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

325.33%

166.82%+158.5pp

134.50%+190.8pp

373.84%-48.5pp

Employer contribution / active EE

$8,774

$5,478+60.2%

$4,821+82.0%

$4,755+84.5%

Participant deferral / active EE

$12,033

$6,522+84.5%

$5,682+111.7%

$6,713+79.3%

Admin fee / account holder

$733

$16,158-95.5%

$13,215-94.5%

$11,407-93.6%

MODERN THERAPY OHIO 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MODERN THERAPY OHIO 401(K) PROFIT SHARING PLAN

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