Retirement plan

FREDERICK PATHOLOGY CONSULTANTS 401 (K) PROFIT SHARING PLAN

Name: FREDERICK PATHOLOGY CONSULTANTS, PA - FREDERICK PATHOLOGY CONSULTANTS 401 (K) PROFIT SHARING PLAN (2021) Form 5500
Creator: FREDERICK PATHOLOGY CONSULTANTS, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FREDERICK PATHOLOGY CONSULTANTS 401 (K) PROFIT SHARING PLAN, FREDERICK PATHOLOGY CONSULTANTS, PA

FREDERICK PATHOLOGY CONSULTANTS, PAEIN 52-1735599Plan #001PY 2021

4002 BRUSHFIELD CIRCLE - FREDERICK, MD 21701240-566-3415

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$514K

+112.0% from 2020

Total participants

0.0% from 2020

Average account balance

$128,515

+112.0% from 2020

Annual return

19.57%

+19.57 pp from 2020

Benchmarks

See 103,200 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,200 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$314K

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

$215K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$72K

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

+18.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$41101

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 codes2E2J2R3B

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.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$687

$172 / participant

Other / not subdivided$687100.0%

% of EOY assets

0.134%

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

$128,515

$217,427-40.9%

$185,837-30.8%

$167,518-23.3%

Participation rate

100.0%

86.0%+14.0pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

19.57%

148.39%-128.8pp

122.08%-102.5pp

478.71%-459.1pp

Employer contribution / active EE

$33,292

$5,874+466.7%

$5,168+544.2%

$4,838+588.1%

Participant deferral / active EE

$22,750

$6,357+257.9%

$5,568+308.5%

$6,342+258.7%

Admin fee / account holder

$172

$19,816-99.1%

$16,241-98.9%

$12,312-98.6%

FREDERICK PATHOLOGY CONSULTANTS 401 (K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FREDERICK PATHOLOGY CONSULTANTS 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