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 (2024) 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 2024

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

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$189K

+49.9% from 2023

Total participants

+50.0% from 2023

Average account balance

$62,838

-0.1% from 2023

Annual return

17.06%

-308.27 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

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

$3K

$1262 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.339%

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

$62,838

$183,516-65.8%

$155,534-59.6%

$145,884-56.9%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

17.06%

61.43%-44.4pp

64.92%-47.9pp

551.85%-534.8pp

Employer contribution / active EE

$9,136

$5,315+71.9%

$4,675+95.4%

$4,662+96.0%

Participant deferral / active EE

$11,500

$6,467+77.8%

$5,630+104.3%

$6,690+71.9%

Admin fee / account holder

$841

$19,293-95.6%

$15,900-94.7%

$13,392-93.7%

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