Retirement plan

ADVANCED DERMATOLOGY OF EAST TENNESSEE, PC 401(K) PROFIT SHARING PLAN

Name: ADVANCED DERMATOLOGY OF EAST TENNESSEE, PC - ADVANCED DERMATOLOGY OF EAST TENNESSEE, PC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: ADVANCED DERMATOLOGY OF EAST TENNESSEE, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED DERMATOLOGY OF EAST TENNESSEE, PC 401(K) PROFIT SHARING PLAN, ADVANCED DERMATOLOGY OF EAST TENNESSEE, PC

ADVANCED DERMATOLOGY OF EAST TENNESSEE, PCEIN 62-1810322Plan #002PY 2019

615 SMITHVIEW DRIVE - MARYVILLE, TN 37803865-380-9300docslawsky.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

+21.2% from 2018

Total participants

0.0% from 2018

Average account balance

$476,457

+21.2% from 2018

Annual return

16.89%

+20.31 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

+7.13%

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

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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$624

$208 / participant

Other / not subdivided$624100.0%

% of EOY assets

0.022%

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

$476,457

$202,342+135.5%

$172,753+175.8%

$152,909+211.6%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

16.89%

1029.88%-1013.0pp

803.00%-786.1pp

345.46%-328.6pp

Employer contribution / active EE

$16,913

$5,857+188.7%

$5,144+228.8%

$4,764+255.0%

Participant deferral / active EE

$17,234

$5,948+189.7%

$5,198+231.6%

$5,851+194.5%

Admin fee / account holder

$104

$17,112-99.4%

$13,956-99.3%

$11,601-99.1%

ADVANCED DERMATOLOGY OF EAST TENNESSEE, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED DERMATOLOGY OF EAST TENNESSEE, PC 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