Retirement plan

DR. TODD FINCHER, P.A. 401(K) PROFIT SHARING PLAN

Name: DR. TODD FINCHER, P.A. - DR. TODD FINCHER, P.A. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: DR. TODD FINCHER, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR. TODD FINCHER, P.A. 401(K) PROFIT SHARING PLAN, DR. TODD FINCHER, P.A.

DR. TODD FINCHER, P.A.EIN 64-0901082Plan #001PY 2019

113 EAST MARKET STREET, P.O. BOX 15 - GREENWOOD, MS 38930662-453-1708drtfincher.comLinkedIn1-10 employees

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$301K

+28.3% from 2018

Total participants

0.0% from 2018

Average account balance

$37,641

+28.3% from 2018

Annual return

16.00%

+21.08 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

$369K

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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

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

+7.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$411

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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$208 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.346%

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

$37,641

$202,342-81.4%

$172,753-78.2%

$152,909-75.4%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

16.00%

1029.88%-1013.9pp

803.00%-787.0pp

345.46%-329.5pp

Employer contribution / active EE

$992

$5,857-83.1%

$5,144-80.7%

$4,764-79.2%

Participant deferral / active EE

$5,000

$5,948-15.9%

$5,198-3.8%

$5,851-14.5%

Admin fee / account holder

$130

$17,112-99.2%

$13,956-99.1%

$11,601-98.9%

DR. TODD FINCHER, P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DR. TODD FINCHER, P.A. 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