Retirement plan

EMERGENCY MEDICINE CARE, L.L.C. PROFIT SHARING PLAN

Name: EMERGENCY MEDICINE CARE, L.L.C. - EMERGENCY MEDICINE CARE, L.L.C. PROFIT SHARING PLAN (2021) Form 5500
Creator: EMERGENCY MEDICINE CARE, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMERGENCY MEDICINE CARE, L.L.C. PROFIT SHARING PLAN, EMERGENCY MEDICINE CARE, L.L.C.

EMERGENCY MEDICINE CARE, L.L.C.EIN 48-1233293Plan #002PY 2021

4601 COLLEGE BLVD, SUITE 200 - LEAWOOD, KS 66211913-215-9471LinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$15.9M

-8.6% from 2020

Total participants

-3.4% from 2020

Average account balance

$566,148

-5.4% from 2020

Annual return

12.16%

+0.46 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.33M

Not enough data

1 years with asset history on file

Average account balance

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

$604K

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.

168.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$826K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$43K

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

+12.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9254

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 codes2E2F2G2J2R3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$4.6M

$219184 / participant

Other / not subdivided$5M100.0%

% of EOY assets

29.036%

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

$566,148

$217,432+160.4%

$185,851+204.6%

$167,553+237.9%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

12.16%

148.43%-136.3pp

122.11%-109.9pp

478.89%-466.7pp

Employer contribution / active EE

$27,013

$5,874+359.8%

$5,168+422.6%

$4,840+458.2%

Participant deferral / active EE

$16,476

$6,357+159.2%

$5,569+195.9%

$6,343+159.8%

Admin fee / account holder

$164,388

$19,820+729.4%

$16,245+911.9%

$12,316+1234.7%

EMERGENCY MEDICINE CARE, L.L.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMERGENCY MEDICINE CARE, L.L.C. 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