Retirement plan

401K/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PATHOLOGY GROUP, P.A.

Name: CENTRAL FLORIDA PATHOLOGY GROUP, P.A. - 401K/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PATHOLOGY GROUP, P.A. (2019) Form 5500
Creator: CENTRAL FLORIDA PATHOLOGY GROUP, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401K/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PATHOLOGY GROUP, P.A., CENTRAL FLORIDA PATHOLOGY GROUP, P.A.

CENTRAL FLORIDA PATHOLOGY GROUP, P.A.EIN 59-1402859Plan #001PY 2019

2755 SOUTH BAY STREET, SUITE C - EUSTIS, FL 32726407-599-5900

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$5.3M

+28.8% from 2018

Total participants

0.0% from 2018

Average account balance

$884,256

+28.8% from 2018

Annual return

25.74%

+29.27 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.86M

Not enough data

1 years with asset history on file

Average account balance

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

$1.6M

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

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+14.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2009

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

$1K

$340 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.026%

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

$884,256

$202,342+337.0%

$172,752+411.9%

$152,897+478.3%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

25.74%

1029.83%-1004.1pp

802.97%-777.2pp

345.43%-319.7pp

Employer contribution / active EE

$21,392

$5,858+265.2%

$5,144+315.8%

$4,764+349.1%

Participant deferral / active EE

$10,160

$5,948+70.8%

$5,198+95.5%

$5,851+73.6%

Admin fee / account holder

$226

$17,111-98.7%

$13,955-98.4%

$11,599-98.0%

401K/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PATHOLOGY GROUP, P.A.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401K/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PATHOLOGY GROUP, 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