Retirement plan

NEOHEALTH 403(B) PLAN

Name: NORTHEASTERN OKLAHOMA COMMUNITY HEALTH CENTERS, INC. - NEOHEALTH 403(B) PLAN (2020) Form 5500
Creator: NORTHEASTERN OKLAHOMA COMMUNITY HEALTH CENTERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEOHEALTH 403(B) PLAN, NORTHEASTERN OKLAHOMA COMMUNITY HEALTH CENTERS, INC.

NORTHEASTERN OKLAHOMA COMMUNITY HEALTH CENTERS, INC.EIN 73-1622831Plan #001PY 2020

P.O. BOX 751, 129 E. MAIN ST. - HULBERT, OK 74441918-772-3390LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.7M

+39.6% from 2019

Total participants

122

-4.7% from 2019

Average account balance

$27,436

+46.8% from 2019

Annual return

18.39%

-4.77 pp from 2019

Benchmarks

See 16,250 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort16,250 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.28M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$949K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+20.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6714

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

Top 3 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 62 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping fees; Float revenue	$8,594
AMERICAN FUNDS1 year Filed as: CAPITAL BANK AND TRUST Service code 18 · EIN 95-6817943 PO BOX 6040 · INDIANAPOLIS, IN 46206	Float revenue; Custodial (other than ...	$0
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT COMP Service code 15 · EIN 95-1411037 333 S. HOPE STREET · LOS ANGELES, CA 90071	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2K2M2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Expense breakdown

Schedule H Part II

Admin total

$10K

$108 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.382%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HYDE & COMPANY CPAS, PC
Auditor EIN: 731652477
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,436

$72,269-62.0%

$101,271-72.9%

$79,852-65.6%

Participation rate

74.7%

68.5%+6.3pp

75.8%-1.1pp

69.6%+5.1pp

Annual return

18.39%

22.29%-3.9pp

46.48%-28.1pp

31.72%-13.3pp

Employer contribution / active EE

$1,787

$2,692-33.6%

$3,660-51.2%

$2,471-27.7%

Participant deferral / active EE

$3,702

$3,282+12.8%

$4,371-15.3%

$3,740-1.0%

Admin fee / account holder

$105

$4,401-97.6%

$5,948-98.2%

$5,306-98.0%

Provider

Service type

Compensation

AMERICAN FUNDS1 year

Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI

Service code 62 · EIN 82-4555287

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping fees; Float revenue

$8,594

AMERICAN FUNDS1 year

Filed as: CAPITAL BANK AND TRUST

Service code 18 · EIN 95-6817943

PO BOX 6040 · INDIANAPOLIS, IN 46206

Float revenue; Custodial (other than ...

AMERICAN FUNDS1 year

Filed as: CAPITAL RESEARCH & MANAGEMENT COMP

Service code 15 · EIN 95-1411037

333 S. HOPE STREET · LOS ANGELES, CA 90071

Recordkeeping

NEOHEALTH 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEOHEALTH 403(B) 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