Retirement plan

JOHNSTON PAIN MANAGEMENT, PA 401(K) PROFIT SHARING PLAN

Name: JOHNSTON PAIN MANAGEMENT, PA - JOHNSTON PAIN MANAGEMENT, PA 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: JOHNSTON PAIN MANAGEMENT, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHNSTON PAIN MANAGEMENT, PA 401(K) PROFIT SHARING PLAN, JOHNSTON PAIN MANAGEMENT, PA

JOHNSTON PAIN MANAGEMENT, PAEIN 56-1901819Plan #001PY 2015

250 HUFF DRIVE - JACKSONVILLE, NC 28546910-353-4414LinkedIn11-50 employeesmedical practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$47,912

No prior year

Annual return

-17.04%

No prior year

Benchmarks

See 102,329 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,329 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.08M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$309K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+17.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4247

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$7K

$366 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.611%

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

$47,912

$168,636-71.6%

$147,617-67.5%

$125,393-61.8%

Participation rate

90.0%

88.8%+1.2pp

84.6%+5.4pp

83.2%+6.8pp

Annual return

-17.04%

77.65%-94.7pp

61.98%-79.0pp

282.23%-299.3pp

Employer contribution / active EE

$6,783

$6,252+8.5%

$5,565+21.9%

$4,866+39.4%

Participant deferral / active EE

$1,905

$5,507-65.4%

$4,895-61.1%

$5,351-64.4%

Admin fee / account holder

$293

$13,580-97.8%

$11,611-97.5%

$9,541-96.9%

JOHNSTON PAIN MANAGEMENT, PA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNSTON PAIN MANAGEMENT, PA 401(K) 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