Retirement plan

MARK P. DIAMOND, M.D., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Name: MARK P. DIAMOND, M.D., P.A. - MARK P. DIAMOND, M.D., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: MARK P. DIAMOND, M.D., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARK P. DIAMOND, M.D., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST, MARK P. DIAMOND, M.D., P.A.

MARK P. DIAMOND, M.D., P.A.EIN 52-1215706Plan #002PY 2018

5233 KING AVE., STE. 308 - BALTIMORE, MD 212374003410-574-5877

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

-0.1% from 2017

Total participants

0.0% from 2017

Average account balance

$1,157,194

-0.1% from 2017

Annual return

-3.11%

-8.95 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.10M

Not enough data

1 years with asset history on file

Average account balance

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

$1.5M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$939

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

+8.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$55855

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,157,194

$180,459+541.3%

$154,108+650.9%

$135,380+754.8%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-3.11%

888.21%-891.3pp

735.21%-738.3pp

519.81%-522.9pp

Employer contribution / active EE

$22,970

$6,035+280.6%

$5,298+333.6%

$4,779+380.6%

Participant deferral / active EE

$12,250

$5,806+111.0%

$5,081+141.1%

$5,609+118.4%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

MARK P. DIAMOND, M.D., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MARK P. DIAMOND, M.D., P.A. EMPLOYEES' 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