Retirement plan

CARSON CHIROPRACTIC & ACUPUNCTURE CLINIC PROFIT-SHARING PLAN

Name: CARSON CHIROPRACTIC & ACUPUNCTURE CLINIC - CARSON CHIROPRACTIC & ACUPUNCTURE CLINIC PROFIT-SHARING PLAN (2023) Form 5500
Creator: CARSON CHIROPRACTIC & ACUPUNCTURE CLINIC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARSON CHIROPRACTIC & ACUPUNCTURE CLINIC PROFIT-SHARING PLAN, CARSON CHIROPRACTIC & ACUPUNCTURE CLINIC

CARSON CHIROPRACTIC & ACUPUNCTURE CLINICEIN 71-0853333Plan #001PY 2023

3907 CENTRAL AVE STE F - HOT SPRINGS, AR 719137249501-525-7171

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$85K

-12.5% from 2022

Total participants

0.0% from 2022

Average account balance

$42,655

-12.5% from 2022

Annual return

15.37%

+44.61 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$187K

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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

$31K

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

+22.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$59K

$29460 / participant

Other / not subdivided$59K100.0%

% of EOY assets

69.066%

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

$42,655

$175,259-75.7%

$149,723-71.5%

$139,487-69.4%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

15.37%

166.82%-151.5pp

134.50%-119.1pp

373.84%-358.5pp

Employer contribution / active EE

$3,868

$5,478-29.4%

$4,821-19.8%

$4,755-18.7%

Participant deferral / active EE

$12,000

$6,522+84.0%

$5,682+111.2%

$6,713+78.8%

Admin fee / account holder

$29,460

$16,158+82.3%

$13,215+122.9%

$11,407+158.3%

CARSON CHIROPRACTIC & ACUPUNCTURE CLINIC PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARSON CHIROPRACTIC & ACUPUNCTURE CLINIC 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