Retirement plan

DOS HEALTH CARE 401(K) PLAN

Name: DOS HEALTH MANAGEMENT, INC. - DOS HEALTH CARE 401(K) PLAN (2023) Form 5500
Creator: DOS HEALTH MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOS HEALTH CARE 401(K) PLAN, DOS HEALTH MANAGEMENT, INC.

DOS HEALTH MANAGEMENT, INC.EIN 65-0255865Plan #001PY 2023

7735 NW 146TH STREET., SUITE. 204 - MIAMI LAKES, FL 33016305-868-1830doshealthcare.comLinkedIn1-10 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$7.7M

+13.2% from 2022

Total participants

235

-8.2% from 2022

Average account balance

$48,468

+8.9% from 2022

Annual return

17.86%

+35.73 pp from 2022

Benchmarks

See 5,708 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,708 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.83M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

105

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.

37.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$487K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$470

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 codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$34K

$262 / participant

Contract admin$34K100.0%

% of EOY assets

0.449%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MSL, P.A.
Auditor EIN: 593070669
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,468

$61,356-21.0%

$149,696-67.6%

$71,511-32.2%

Participation rate

41.2%

62.5%-21.3pp

78.8%-37.6pp

67.9%-26.7pp

Annual return

17.86%

35.86%-18.0pp

134.46%-116.6pp

28.86%-11.0pp

Employer contribution / active EE

$1,117

$2,382-53.1%

$4,821-76.8%

$2,589-56.9%

Participant deferral / active EE

$2,281

$2,920-21.9%

$5,682-59.9%

$4,291-46.8%

Admin fee / account holder

$218

$1,263-82.8%

$13,212-98.4%

$1,588-86.3%

DOS HEALTH CARE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOS HEALTH CARE 401(K) 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