Retirement plan

DALE PILKINTON,M.D.,P.C. 401(K) PROFIT SHARING PLAN

Name: DALE PILKINTON,M.D.,P.C. - DALE PILKINTON,M.D.,P.C. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: DALE PILKINTON,M.D.,P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DALE PILKINTON,M.D.,P.C. 401(K) PROFIT SHARING PLAN, DALE PILKINTON,M.D.,P.C.

DALE PILKINTON,M.D.,P.C.EIN 62-0860065Plan #001PY 2018

300 20TH AVENUE NORTH, STE. 504 - NASHVILLE, TN 37203615-329-7890

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

-2.4% from 2017

Total participants

0.0% from 2017

Average account balance

$212,644

-2.4% from 2017

Annual return

-8.21%

-24.11 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.44M

Not enough data

1 years with asset history on file

Average account balance

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

$317K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15263

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 codes2E2J3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$22K

$2202 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.797%

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

$212,644

$180,459+17.8%

$154,108+38.0%

$135,380+57.1%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-8.21%

888.21%-896.4pp

735.21%-743.4pp

519.81%-528.0pp

Employer contribution / active EE

$8,842

$6,035+46.5%

$5,298+66.9%

$4,779+85.0%

Participant deferral / active EE

$7,548

$5,806+30.0%

$5,081+48.6%

$5,609+34.6%

Admin fee / account holder

$1,694

$16,145-89.5%

$13,411-87.4%

$10,828-84.4%

DALE PILKINTON,M.D.,P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DALE PILKINTON,M.D.,P.C. 401(K) PROFIT SHARING PLAN

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