Retirement plan

WINDSOR IMAGING CENTER, LLC PROFIT SHARING PLAN

Name: WINDSOR IMAGING CENTER, LLC - WINDSOR IMAGING CENTER, LLC PROFIT SHARING PLAN (2016) Form 5500
Creator: WINDSOR IMAGING CENTER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINDSOR IMAGING CENTER, LLC PROFIT SHARING PLAN, WINDSOR IMAGING CENTER, LLC

WINDSOR IMAGING CENTER, LLCEIN 55-0850380Plan #002PY 2016

SIX NESHAMINY INTERPLEX SUITE 207 - TREVOSE, PA 19053609-689-1600

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+14.4% from 2015

Total participants

-5.4% from 2015

Average account balance

$57,036

+14.4% from 2015

Annual return

6.52%

+6.95 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$182K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2568768

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 codes2E2F2G2J2T3D3H

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$691

$25 / participant

Other / not subdivided$691100.0%

% of EOY assets

0.045%

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

$57,036

$77,638-26.5%

$156,552-63.6%

$62,881-9.3%

Participation rate

71.4%

71.2%+0.2pp

84.0%-12.6pp

69.3%+2.1pp

Annual return

6.52%

50.33%-43.8pp

32.23%-25.7pp

20.14%-13.6pp

Employer contribution / active EE

$2,679

$3,444-22.2%

$5,501-51.3%

$2,281+17.4%

Participant deferral / active EE

$1,109

$3,046-63.6%

$4,871-77.2%

$3,203-65.4%

Admin fee / account holder

$26

$5,561-99.5%

$13,028-99.8%

$4,296-99.4%

WINDSOR IMAGING CENTER, LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WINDSOR IMAGING CENTER, LLC 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