Retirement plan

PHARMACEUTICS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: PHARMACEUTICS INTERNATIONAL, INC. - PHARMACEUTICS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: PHARMACEUTICS INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHARMACEUTICS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST, PHARMACEUTICS INTERNATIONAL, INC.

PHARMACEUTICS INTERNATIONAL, INC.EIN 52-1901342Plan #001PY 2016

10819 GILROY RD STE 100 - HUNT VALLEY, MD 210318214410-584-0001

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$24M

+4.2% from 2015

Total participants

582

-4.7% from 2015

Average account balance

$49,957

+9.0% from 2015

Annual return

8.61%

+9.08 pp from 2015

Benchmarks

See 2,524 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,524 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.14M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

451

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.

95.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+9.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$171

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
GLASS JACOBSON INVESTMENT ADVISORS2+ years Filed as: GLASS JACOBSON Service code 26 · EIN 52-2214000	Advisory (Participants)	$66,340
TRUST COMPANY OF AMERICA2+ years Service code 13 · EIN 84-6179736	Contract Administrator	$49,806

Plan features & details

Pension benefit codes2E2F2G2J2K

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$116K

$251 / participant

Investment mgmt$66K57.1%
Contract admin$50K42.9%

% of EOY assets

0.484%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: POLAN & HOLLIS LLC
Auditor EIN: 273174787
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,957

$80,177-37.7%

$123,894-59.7%

$57,658-13.4%

Participation rate

77.9%

74.4%+3.5pp

81.4%-3.5pp

70.2%+7.7pp

Annual return

8.61%

17.90%-9.3pp

47.52%-38.9pp

5.13%+3.5pp

Employer contribution / active EE

$1,863

$2,913-36.1%

$4,617-59.7%

$1,974-5.6%

Participant deferral / active EE

$3,667

$5,130-28.5%

$5,984-38.7%

$3,061+19.8%

Admin fee / account holder

$242

$106+127.6%

$8,357-97.1%

$95+156.0%

Provider

Service type

Compensation

GLASS JACOBSON INVESTMENT ADVISORS2+ years

Filed as: GLASS JACOBSON

Service code 26 · EIN 52-2214000

Advisory (Participants)

$66,340

TRUST COMPANY OF AMERICA2+ years

Service code 13 · EIN 84-6179736

Contract Administrator

$49,806

PHARMACEUTICS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHARMACEUTICS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND 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