Retirement plan

KEVIN J. COLLINS, M.D. P.A. 401(K) PROFIT SHARING PLAN

Name: KEVIN J. COLLINS, M.D., P.A. - KEVIN J. COLLINS, M.D. P.A. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: KEVIN J. COLLINS, M.D., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEVIN J. COLLINS, M.D. P.A. 401(K) PROFIT SHARING PLAN, KEVIN J. COLLINS, M.D., P.A.

KEVIN J. COLLINS, M.D., P.A.EIN 71-0746691Plan #002PY 2018

6020 WARDEN RD SUITE 200 - SHERWOOD, AR 72120501-945-1888LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$1.2M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$45K

No prior year

Total participants

No prior year

Average account balance

$11,180

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.86M

Not enough data

1 years with asset history on file

Average account balance

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

$465K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

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

+451.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$957

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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$280

$70 / participant

Other / not subdivided$280100.0%

% of EOY assets

0.626%

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

$11,180

$180,459-93.8%

$154,108-92.7%

$135,380-91.7%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

0.00%

888.21%-888.2pp

735.21%-735.2pp

519.81%-519.8pp

Employer contribution / active EE

$3,767

$6,035-37.6%

$5,298-28.9%

$4,779-21.2%

Participant deferral / active EE

$7,475

$5,806+28.7%

$5,081+47.1%

$5,609+33.3%

Admin fee / account holder

$70

$16,145-99.6%

$13,411-99.5%

$10,828-99.4%

KEVIN J. COLLINS, M.D. P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KEVIN J. COLLINS, M.D. 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