Retirement plan

CRISTINA F. KEUSCH, MD, PA, 401K PROFIT SHARING PLAN

Name: CRISTINA F. KEUSCH, MD, PA - CRISTINA F. KEUSCH, MD, PA, 401K PROFIT SHARING PLAN (2022) Form 5500
Creator: CRISTINA F. KEUSCH, MD, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRISTINA F. KEUSCH, MD, PA, 401K PROFIT SHARING PLAN, CRISTINA F. KEUSCH, MD, PA

CRISTINA F. KEUSCH, MD, PAEIN 65-0861258Plan #003PY 2022

950 GLADES RD., SUITE 3 - BOCA RATON, FL 33431561-368-9455

Other plans on this EIN

1 filing

#004Retirement-$1.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.3M

-11.7% from 2021

Total participants

+20.0% from 2021

Average account balance

$225,033

-11.7% from 2021

Annual return

-15.52%

-30.51 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.16M

Not enough data

1 years with asset history on file

Average account balance

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

$226K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$125K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+13.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5694

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$225,033

$167,353+34.5%

$143,797+56.5%

$134,545+67.3%

Participation rate

75.0%

84.8%-9.8pp

80.3%-5.3pp

81.2%-6.2pp

Annual return

-15.52%

0.48%-16.0pp

-0.04%-15.5pp

418.37%-433.9pp

Employer contribution / active EE

$8,081

$5,620+43.8%

$4,952+63.2%

$4,742+70.4%

Participant deferral / active EE

$4,219

$6,447-34.6%

$5,638-25.2%

$6,401-34.1%

Admin fee / account holder

$18,096-100.0%

$14,679-100.0%

$11,431-100.0%

CRISTINA F. KEUSCH, MD, PA, 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CRISTINA F. KEUSCH, MD, PA, 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion