Retirement plan

THE NEUROLOGY & HEADACHE CENTER OF N.J., LLC MARK LAZAR, M.D. PROFIT SHARING PLAN

Name: THE NEUROLOGY & HEADACHE CENTER OF N.J., LLC - THE NEUROLOGY & HEADACHE CENTER OF N.J., LLC MARK LAZAR, M.D. PROFIT SHARING PLAN (2017) Form 5500
Creator: THE NEUROLOGY & HEADACHE CENTER OF N.J., LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE NEUROLOGY & HEADACHE CENTER OF N.J., LLC MARK LAZAR, M.D. PROFIT SHARING PLAN, THE NEUROLOGY & HEADACHE CENTER OF N.J., LLC

THE NEUROLOGY & HEADACHE CENTER OF N.J., LLCEIN 52-2284242Plan #002PY 2017

573 CRANBURY ROAD, SUITE A-5 - EAST BRUNSWICK, NJ 08816732-254-5101

Other plans on this EIN

1 filing

#001Retirement-$1.3M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

+22.3% from 2016

Total participants

0.0% from 2016

Average account balance

$618,896

+22.3% from 2016

Annual return

16.24%

+12.54 pp from 2016

Benchmarks

See 106,910 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,910 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.95M

Not enough data

1 years with asset history on file

Average account balance

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

$987K

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

$9K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+3.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5892

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2G2R3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.

Expense breakdown

Schedule H Part II

Admin total

$48

$24 / participant

Other / not subdivided$48100.0%

% of EOY assets

0.004%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$618,896

$198,466+211.8%

$170,442+263.1%

$147,584+319.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

16.24%

257.29%-241.0pp

205.93%-189.7pp

578.55%-562.3pp

Employer contribution / active EE

$30,683

$6,184+396.2%

$5,433+464.8%

$4,876+529.2%

Participant deferral / active EE

$5,629-100.0%

$4,939-100.0%

$5,439-100.0%

Admin fee / account holder

$24

$16,852-99.9%

$13,880-99.8%

$10,885-99.8%

THE NEUROLOGY & HEADACHE CENTER OF N.J., LLC MARK LAZAR, M.D. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE NEUROLOGY & HEADACHE CENTER OF N.J., LLC MARK LAZAR, M.D. 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