Retirement plan

POTOMAC HIGHLANDS PATHOLOGY ASSOCIATES, P.A PROFIT SHARING PLAN

Name: POTOMAC HIGHLANDS PATHOLOGY ASSOCIATES, P.A. - POTOMAC HIGHLANDS PATHOLOGY ASSOCIATES, P.A PROFIT SHARING PLAN (2018) Form 5500
Creator: POTOMAC HIGHLANDS PATHOLOGY ASSOCIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POTOMAC HIGHLANDS PATHOLOGY ASSOCIATES, P.A PROFIT SHARING PLAN, POTOMAC HIGHLANDS PATHOLOGY ASSOCIATES, P.A.

POTOMAC HIGHLANDS PATHOLOGY ASSOCIATES, P.A.EIN 52-1943679Plan #002PY 2018

12500 WILLOWBROOK ROAD, P.O. BOX 539 - CUMBERLAND, MD 21502240-964-2500LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#003Retirement-$1.3M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$5.9M

-0.8% from 2017

Total participants

0.0% from 2017

Average account balance

$1,179,742

-0.8% from 2017

Annual return

-3.98%

-18.73 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

$8.65M

Not enough data

1 years with asset history on file

Average account balance

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

$2.2M

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

$218K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$54K

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

+11.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$153266

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 codes2E2G3D2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$1,179,742

$180,459+553.7%

$154,108+665.5%

$135,380+771.4%

Participation rate

80.0%

87.4%-7.4pp

83.0%-3.0pp

82.6%-2.6pp

Annual return

-3.98%

888.21%-892.2pp

735.21%-739.2pp

519.81%-523.8pp

Employer contribution / active EE

$22,652

$6,035+275.3%

$5,298+327.6%

$4,779+374.0%

Participant deferral / active EE

$14,700

$5,806+153.2%

$5,081+189.3%

$5,609+162.1%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

POTOMAC HIGHLANDS PATHOLOGY ASSOCIATES, P.A PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

POTOMAC HIGHLANDS PATHOLOGY ASSOCIATES, P.A PROFIT SHARING PLAN

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