Retirement plan

OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLC PROFIT SHARING PLAN & TRUST

Name: OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLC - OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLC PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLC PROFIT SHARING PLAN & TRUST, OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLC

OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLCEIN 52-1862516Plan #002PY 2024

1101 WOOTTON PKWY STE 960 - ROCKVILLE, MD 208521087301-897-0099oldgeorgetownmentalhealth.comLinkedIn1-10 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.6M

+15.0% from 2023

Total participants

0.0% from 2023

Average account balance

No prior year

Annual return

9.92%

-5.21 pp from 2023

Benchmarks

See 109,631 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,631 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.58M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$201K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$50K

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

+9.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2H2R2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$40K

$9959 / participant

Other / not subdivided$40K100.0%

% of EOY assets

0.869%

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

$183,592-100.0%

$155,567-100.0%

$145,959-100.0%

Participation rate

0.0%

82.7%-82.7pp

78.2%-78.2pp

80.3%-80.3pp

Annual return

9.92%

61.24%-51.3pp

64.74%-54.8pp

561.95%-552.0pp

Employer contribution / active EE

$27,361

$5,315+414.8%

$4,674+485.4%

$4,661+487.1%

Participant deferral / active EE

$22,873

$6,464+253.8%

$5,628+306.4%

$6,689+242.0%

Admin fee / account holder

$19,318-100.0%

$15,916-100.0%

$13,398-100.0%

OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLC PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLC PROFIT SHARING PLAN & TRUST

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