Retirement plan

DR. EDDIE D. THOMAS MD PC SAFE HARBOR 401(K)

Name: DR. EDDIE D THOMAS MD PC - DR. EDDIE D. THOMAS MD PC SAFE HARBOR 401(K) (2018) Form 5500
Creator: DR. EDDIE D THOMAS MD PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR. EDDIE D. THOMAS MD PC SAFE HARBOR 401(K), DR. EDDIE D THOMAS MD PC

DR. EDDIE D THOMAS MD PCEIN 55-0837288Plan #001PY 2018

391 PEACHTREE ST - JESUP, GA 315450245912-530-7337

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$251K

+41.4% from 2017

Total participants

-25.0% from 2017

Average account balance

$41,815

+88.5% from 2017

Annual return

-8.74%

-40.59 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.25M

Not enough data

1 years with asset history on file

Average account balance

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

$179K

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

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+22.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1950

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 codes2E2J

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.

Opportunity flags

0 tripped

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

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

$41,815

$180,462-76.8%

$154,111-72.9%

$135,379-69.1%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-8.74%

888.17%-896.9pp

735.18%-743.9pp

519.79%-528.5pp

Employer contribution / active EE

$16,841

$6,036+179.0%

$5,298+217.9%

$4,779+252.4%

Participant deferral / active EE

$12,801

$5,806+120.5%

$5,081+151.9%

$5,609+128.2%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

DR. EDDIE D. THOMAS MD PC SAFE HARBOR 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DR. EDDIE D. THOMAS MD PC SAFE HARBOR 401(K)

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