Retirement plan

PEDIATRICS OF ARLINGTON, P.L.C. PROFIT SHARING PLAN AND TRUST

Name: PEDIATRICS OF ARLINGTON, P.L.C. - PEDIATRICS OF ARLINGTON, P.L.C. PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: PEDIATRICS OF ARLINGTON, P.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEDIATRICS OF ARLINGTON, P.L.C. PROFIT SHARING PLAN AND TRUST, PEDIATRICS OF ARLINGTON, P.L.C.

PEDIATRICS OF ARLINGTON, P.L.C.EIN 54-1183273Plan #001PY 2020

1635 N. GEORGE MASON DRIVE, SUITE 185 - ARLINGTON, VA 22205703-522-7300pediatricsofarlington.comLinkedIn11-50 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.8M

+36.6% from 2019

Total participants

0.0% from 2019

Average account balance

$154,380

+44.2% from 2019

Annual return

28.38%

+5.87 pp from 2019

Benchmarks

See 102,105 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,105 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.83M

Not enough data

1 years with asset history on file

Average account balance

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

$219K

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.

146.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$223K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+19.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2524

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 codes2E2F2G2J3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$707

$42 / participant

Other / not subdivided$707100.0%

% of EOY assets

0.025%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$154,380

$209,428-26.3%

$178,498-13.5%

$158,950-2.9%

Participation rate

94.1%

86.4%+7.8pp

81.9%+12.2pp

82.0%+12.2pp

Annual return

28.38%

188.78%-160.4pp

151.09%-122.7pp

302.91%-274.5pp

Employer contribution / active EE

$3,433

$5,707-39.8%

$5,011-31.5%

$4,762-27.9%

Participant deferral / active EE

$6,389

$5,955+7.3%

$5,202+22.8%

$5,983+6.8%

Admin fee / account holder

$39

$17,077-99.8%

$13,985-99.7%

$11,248-99.7%

PEDIATRICS OF ARLINGTON, P.L.C. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEDIATRICS OF ARLINGTON, P.L.C. 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