Retirement plan

CENTER FOR CRANIAL AND SPINAL SURGERY, PC PROFIT SHARING PLAN

Name: CENTER FOR CRANIAL AND SPINAL SURGERY, PC - CENTER FOR CRANIAL AND SPINAL SURGERY, PC PROFIT SHARING PLAN (2020) Form 5500
Creator: CENTER FOR CRANIAL AND SPINAL SURGERY, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR CRANIAL AND SPINAL SURGERY, PC PROFIT SHARING PLAN, CENTER FOR CRANIAL AND SPINAL SURGERY, PC

CENTER FOR CRANIAL AND SPINAL SURGERY, PCEIN 54-1056080Plan #004PY 2020

1830 TOWN CENTER DRIVE, SUITE 103 - RESTON, VA 20190703-560-1146centerforcranialspinalsurgery.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

+14.8% from 2019

Total participants

0.0% from 2019

Average account balance

$431,409

+14.8% from 2019

Annual return

12.37%

-1.30 pp from 2019

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.33M

Not enough data

1 years with asset history on file

Average account balance

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

$582K

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

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+10.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38087

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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

$431,409

$209,425+106.0%

$178,499+141.7%

$158,966+171.4%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

12.37%

188.80%-176.4pp

151.10%-138.7pp

302.95%-290.6pp

Employer contribution / active EE

$4,358

$5,707-23.6%

$5,011-13.0%

$4,762-8.5%

Participant deferral / active EE

$10,800

$5,955+81.4%

$5,202+107.6%

$5,983+80.5%

Admin fee / account holder

$17,078-100.0%

$13,986-100.0%

$11,250-100.0%

CENTER FOR CRANIAL AND SPINAL SURGERY, PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CENTER FOR CRANIAL AND SPINAL SURGERY, PC 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