Retirement plan

HYPERTENSION, NEPHROLOGY, DIALYSIS & TRANSPLANTATION CLINIC, P.C. 401(K) PROFIT SHARING PLAN

Name: HYPERTENSION, NEPHROLOGY, DIALYSIS & TRANSPLANTATION CLINIC, P.C. - HYPERTENSION, NEPHROLOGY, DIALYSIS & TRANSPLANTATION CLINIC, P.C. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: HYPERTENSION, NEPHROLOGY, DIALYSIS & TRANSPLANTATION CLINIC, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HYPERTENSION, NEPHROLOGY, DIALYSIS & TRANSPLANTATION CLINIC, P.C. 401(K) PROFIT SHARING PLAN, HYPERTENSION, NEPHROLOGY, DIALYSIS & TRANSPLANTATION CLINIC, P.C.

HYPERTENSION, NEPHROLOGY, DIALYSIS & TRANSPLANTATION CLINIC, P.C.EIN 63-0947451Plan #001PY 2019

2609 VILLAGE PROFESSIONAL DR, STE 3 - OPELIKA, AL 36801334-749-6523LinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$6.9M

+8.9% from 2018

Total participants

0.0% from 2018

Average account balance

$763,227

+8.9% from 2018

Annual return

3.93%

+3.34 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

$7.79M

Not enough data

1 years with asset history on file

Average account balance

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

$708K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$310K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+7.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$39459

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$280

$35 / participant

Other / not subdivided$280100.0%

% of EOY assets

0.004%

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

$763,227

$202,342+277.2%

$172,752+341.8%

$152,897+399.2%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

3.93%

1029.83%-1025.9pp

802.97%-799.0pp

345.43%-341.5pp

Employer contribution / active EE

$35,846

$5,858+511.9%

$5,144+596.8%

$4,764+652.5%

Participant deferral / active EE

$3,000

$5,948-49.6%

$5,198-42.3%

$5,851-48.7%

Admin fee / account holder

$31

$17,111-99.8%

$13,955-99.8%

$11,599-99.7%

HYPERTENSION, NEPHROLOGY, DIALYSIS & TRANSPLANTATION CLINIC, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HYPERTENSION, NEPHROLOGY, DIALYSIS & TRANSPLANTATION CLINIC, 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