Retirement plan

AMERICAN COLLEGE OF PSYCHIATRISTS 401(K) PLAN AND TRUST

Name: THE AMERICAN COLLEGE OF PSYCHIATRISTS - AMERICAN COLLEGE OF PSYCHIATRISTS 401(K) PLAN AND TRUST (2024) Form 5500
Creator: THE AMERICAN COLLEGE OF PSYCHIATRISTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN COLLEGE OF PSYCHIATRISTS 401(K) PLAN AND TRUST, THE AMERICAN COLLEGE OF PSYCHIATRISTS

THE AMERICAN COLLEGE OF PSYCHIATRISTSEIN 52-6075346Plan #001PY 2024

111 E. WACKER DRIVE, SUITE 1440 - CHICAGO, IL 60601312-938-8840acpsych.orgLinkedIn1-10 employeesinternet

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.5M

+22.0% from 2023

Total participants

0.0% from 2023

Average account balance

$362,809

+22.0% from 2023

Annual return

11.02%

-5.43 pp from 2023

Benchmarks

See 50,062 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,062 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$363K

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

$130K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+11.02%

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 codes2E2F2G2J2R3D

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.
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

$362,809

$88,702+309.0%

$81,780+343.6%

$145,978+148.5%

Participation rate

100.0%

75.0%+25.0pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

11.02%

1029.12%-1018.1pp

776.27%-765.2pp

550.52%-539.5pp

Employer contribution / active EE

$22,481

$3,084+628.9%

$2,914+671.5%

$4,662+382.2%

Participant deferral / active EE

$10,026

$4,645+115.8%

$4,321+132.1%

$6,690+49.9%

Admin fee / account holder

$8,414-100.0%

$7,384-100.0%

$13,400-100.0%

AMERICAN COLLEGE OF PSYCHIATRISTS 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AMERICAN COLLEGE OF PSYCHIATRISTS 401(K) PLAN AND TRUST

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