Retirement plan

401(K) PSP AND TRUST OF NEONATOLOGY ASSOCIATES OF COLUMBUS, P.C.

Name: NEONATOLOGY ASSOCIATES OF COLUMBUS P.C. - 401(K) PSP AND TRUST OF NEONATOLOGY ASSOCIATES OF COLUMBUS, P.C. (2023) Form 5500
Creator: NEONATOLOGY ASSOCIATES OF COLUMBUS P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PSP AND TRUST OF NEONATOLOGY ASSOCIATES OF COLUMBUS, P.C., NEONATOLOGY ASSOCIATES OF COLUMBUS P.C.

NEONATOLOGY ASSOCIATES OF COLUMBUS P.C.EIN 58-2391894Plan #001PY 2023

710 CENTER STREET - COLUMBUS, GA 31901706-571-1692LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$4.1M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.5M

+21.7% from 2022

Total participants

0.0% from 2022

Average account balance

$393,494

+8.1% from 2022

Annual return

14.21%

+27.75 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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)

$453K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$266K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

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

+9.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10779

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$47K

$5852 / participant

Other / not subdivided$47K100.0%

% of EOY assets

1.322%

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

$393,494

$175,231+124.6%

$149,696+162.9%

$139,466+182.1%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

14.21%

166.77%-152.6pp

134.46%-120.2pp

373.66%-359.5pp

Employer contribution / active EE

$16,703

$5,478+204.9%

$4,821+246.5%

$4,754+251.4%

Participant deferral / active EE

$16,296

$6,521+149.9%

$5,682+186.8%

$6,712+142.8%

Admin fee / account holder

$5,202

$16,155-67.8%

$13,212-60.6%

$11,409-54.4%

401(K) PSP AND TRUST OF NEONATOLOGY ASSOCIATES OF COLUMBUS, P.C.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PSP AND TRUST OF NEONATOLOGY ASSOCIATES OF COLUMBUS, P.C.

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