Retirement plan

FREDERICK J. SAUERBURGER, M.D., P.A. 401(K) PROFIT SHARING PLAN

Name: FREDERICK J. SAUERBURGER, M.D., P.A . - FREDERICK J. SAUERBURGER, M.D., P.A. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: FREDERICK J. SAUERBURGER, M.D., P.A .
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FREDERICK J. SAUERBURGER, M.D., P.A. 401(K) PROFIT SHARING PLAN, FREDERICK J. SAUERBURGER, M.D., P.A .

FREDERICK J. SAUERBURGER, M.D., P.A .EIN 52-1225845Plan #002PY 2015

11345 PEMBROOKE SQUARE, SUITE 105 - WALDORF, MD 20603301-645-8120sauerburgermd.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.3M

No prior year

Total participants

No prior year

Average account balance

$371,804

No prior year

Annual return

-0.93%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.88M

Not enough data

1 years with asset history on file

Average account balance

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

$353K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+8.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15404

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 codes2E2F2G2J2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

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

$211K

$30190 / participant

Other / not subdivided$211K100.0%

% of EOY assets

6.315%

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

$371,804

$168,635+120.5%

$147,617+151.9%

$125,389+196.5%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-0.93%

77.65%-78.6pp

61.98%-62.9pp

282.24%-283.2pp

Employer contribution / active EE

$2,124

$6,252-66.0%

$5,564-61.8%

$4,866-56.4%

Participant deferral / active EE

$5,450

$5,507-1.0%

$4,895+11.3%

$5,352+1.8%

Admin fee / account holder

$23,481

$13,580+72.9%

$11,612+102.2%

$9,541+146.1%

FREDERICK J. SAUERBURGER, M.D., P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FREDERICK J. SAUERBURGER, M.D., P.A. 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