Retirement plan

JOHN HILL SAUNDERS, MD PSC 401K PROFIT SHARING PLAN & TRUST

Name: JOHN HILL SAUNDERS, PSC - JOHN HILL SAUNDERS, MD PSC 401K PROFIT SHARING PLAN & TRUST (2022) Form 5500
Creator: JOHN HILL SAUNDERS, PSC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN HILL SAUNDERS, MD PSC 401K PROFIT SHARING PLAN & TRUST, JOHN HILL SAUNDERS, PSC

JOHN HILL SAUNDERS, PSCdba SAUNDERS OCULOPLASTIC SURGERY, PSCEIN 61-0709328Plan #002PY 2022

1517 NICHOLASVILLE RD STE 101 - LEXINGTON, KY 405031429859-277-4403LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$393K

+12.3% from 2021

Total participants

-25.0% from 2021

Average account balance

$130,900

+49.7% from 2021

Annual return

0.00%

0.00 pp from 2021

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$492K

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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 codes2J2R2E2S

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.

Opportunity flags

0 tripped

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

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

$130,900

$167,352-21.8%

$143,788-9.0%

$134,509-2.7%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

0.00%

0.47%-0.5pp

-0.03%0pp

418.13%-418.1pp

Employer contribution / active EE

$4,630

$5,620-17.6%

$4,952-6.5%

$4,741-2.3%

Participant deferral / active EE

$9,678

$6,447+50.1%

$5,638+71.7%

$6,400+51.2%

Admin fee / account holder

$18,091-100.0%

$14,675-100.0%

$11,427-100.0%

JOHN HILL SAUNDERS, MD PSC 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JOHN HILL SAUNDERS, MD PSC 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion