Retirement plan

PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF TITUSVILLE SURGICAL ASSOCIATES, M.D., P.A.

Name: TITUSVILLE SURGICAL ASSOCIATES, M.D., P.A. - PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF TITUSVILLE SURGICAL ASSOCIATES, M.D., P.A. (2024) Form 5500
Creator: TITUSVILLE SURGICAL ASSOCIATES, M.D., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF TITUSVILLE SURGICAL ASSOCIATES, M.D., P.A., TITUSVILLE SURGICAL ASSOCIATES, M.D., P.A.

TITUSVILLE SURGICAL ASSOCIATES, M.D., P.A.EIN 59-1227846Plan #004PY 2024

2475 SOUTH WASHINGTON AVENUE - TITUSVILLE, FL 327805061321-267-4264LinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$5.1M

+13.8% from 2023

Total participants

-33.3% from 2023

Average account balance

$2,571,900

+70.6% from 2023

Annual return

11.98%

-5.00 pp from 2023

Benchmarks

See 109,510 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,510 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.14M

Not enough data

1 years with asset history on file

Average account balance

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

$2.6M

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

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$41K

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

+11.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$296

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$591

$296 / participant

Other / not subdivided$591100.0%

% of EOY assets

0.011%

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

$2,571,900

$183,627+1300.6%

$155,602+1552.9%

$145,978+1661.8%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

11.98%

61.32%-49.3pp

64.81%-52.8pp

550.52%-538.5pp

Employer contribution / active EE

$10,000

$5,316+88.1%

$4,675+113.9%

$4,662+114.5%

Participant deferral / active EE

$30,500

$6,466+371.7%

$5,629+441.9%

$6,690+355.9%

Admin fee / account holder

$296

$19,327-98.5%

$15,923-98.1%

$13,400-97.8%

PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF TITUSVILLE SURGICAL ASSOCIATES, M.D., P.A.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF TITUSVILLE SURGICAL ASSOCIATES, M.D., P.A.

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