Retirement plan

GENEVIEVE M. BELGRAVE, M.D. P.A. 401(K) PLAN

Name: GENEVIEVE M. BELGRAVE, M.D. P.A. - GENEVIEVE M. BELGRAVE, M.D. P.A. 401(K) PLAN (2015) Form 5500
Creator: GENEVIEVE M. BELGRAVE, M.D. P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GENEVIEVE M. BELGRAVE, M.D. P.A. 401(K) PLAN, GENEVIEVE M. BELGRAVE, M.D. P.A.

GENEVIEVE M. BELGRAVE, M.D. P.A.EIN 74-2750356Plan #001PY 2015

7712 GRAND CANYON - EL PASO, TX 79904915-544-8290

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$590K

No prior year

Total participants

No prior year

Average account balance

$84,248

No prior year

Annual return

-3.44%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.40M

Not enough data

1 years with asset history on file

Average account balance

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

$140K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+8.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1065

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$68

$9 / participant

Other / not subdivided$68100.0%

% of EOY assets

0.012%

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

$84,248

$168,635-50.0%

$147,617-42.9%

$125,389-32.8%

Participation rate

87.5%

88.8%-1.3pp

84.6%+2.9pp

83.2%+4.3pp

Annual return

-3.44%

77.65%-81.1pp

61.98%-65.4pp

282.24%-285.7pp

Employer contribution / active EE

$8,001

$6,252+28.0%

$5,564+43.8%

$4,866+64.4%

Participant deferral / active EE

$3,647

$5,507-33.8%

$4,895-25.5%

$5,352-31.8%

Admin fee / account holder

$10

$13,580-99.9%

$11,612-99.9%

$9,541-99.9%

GENEVIEVE M. BELGRAVE, M.D. P.A. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GENEVIEVE M. BELGRAVE, M.D. P.A. 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