Retirement plan

OCALA EYE, P.A. RESTATED PROFIT SHARING P

Name: OCALA EYE, P.A. - OCALA EYE, P.A. RESTATED PROFIT SHARING P (2015) Form 5500
Creator: OCALA EYE, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OCALA EYE, P.A. RESTATED PROFIT SHARING P, OCALA EYE, P.A.

OCALA EYE, P.A.EIN 59-1363248Plan #003PY 2015

3130 SW 32ND AVE - OCALA, FL 34474352-351-7124

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16.1M

No prior year

Total participants

166

No prior year

Average account balance

$97,199

No prior year

Annual return

-0.10%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$27.82M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

218

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.

99.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$833

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

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
PERSONAL FINANCIAL PROFILES1+ years Service code 26 · EIN 65-0267591	Advisory (Participants)	$40,550
SCHAFER CULLEN CAPITAL MANAGEMENT,1+ years Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 26 · EIN 13-3089070 103 SPINNAKER LANE · JUPITER, FL 33477	Advisory (Participants)	$13,633

Plan features & details

Pension benefit codes2A2E2G2J2R3D2F

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$37K

$285 / participant

Investment mgmt$35K95.0%
Contract admin$2K5.0%

% of EOY assets

0.229%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PURVIS GRAY & COMPANY, LLP
Auditor EIN: 590548468
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$97,199

$46,360+109.7%

$147,614-34.2%

$52,331+85.7%

Participation rate

100.0%

64.9%+35.1pp

84.6%+15.4pp

68.1%+31.9pp

Annual return

-0.10%

1.62%-1.7pp

61.98%-62.1pp

4.54%-4.6pp

Employer contribution / active EE

$5,817

$2,126+173.6%

$5,564+4.5%

$1,882+209.1%

Participant deferral / active EE

$2,773

$2,258+22.8%

$4,895-43.4%

$3,022-8.2%

Admin fee / account holder

$223

$766-70.9%

$11,611-98.1%

$592-62.3%

Provider

Service type

Compensation

PERSONAL FINANCIAL PROFILES1+ years

Service code 26 · EIN 65-0267591

Advisory (Participants)

$40,550

SCHAFER CULLEN CAPITAL MANAGEMENT,1+ years

Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT

Service code 26 · EIN 13-3089070

103 SPINNAKER LANE · JUPITER, FL 33477

Advisory (Participants)

$13,633

OCALA EYE, P.A. RESTATED PROFIT SHARING P

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OCALA EYE, P.A. RESTATED PROFIT SHARING P

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