Retirement plan

GREGG M ANIGIAN MD PA 401K PROFIT SHARING PLAN

Name: GREGG M ANIGIAN MD PA - GREGG M ANIGIAN MD PA 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: GREGG M ANIGIAN MD PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREGG M ANIGIAN MD PA 401K PROFIT SHARING PLAN, GREGG M ANIGIAN MD PA

GREGG M ANIGIAN MD PAEIN 75-2384148Plan #001PY 2018

8220 WALNUT HILL LANE SUITE 108 - DALLAS, TX 75231214-369-0006dallasplasticsurgery.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$248K assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.5M

-0.1% from 2017

Total participants

+20.0% from 2017

Average account balance

$321,772

-9.2% from 2017

Annual return

-2.86%

-21.36 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.42M

Not enough data

1 years with asset history on file

Average account balance

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

$785K

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

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+43.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8343

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 codes2E2G2J3D2R

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$5K

$562 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.143%

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

$321,772

$180,462+78.3%

$154,111+108.8%

$135,379+137.7%

Participation rate

88.9%

87.4%+1.5pp

83.0%+5.9pp

82.6%+6.2pp

Annual return

-2.86%

888.17%-891.0pp

735.18%-738.0pp

519.79%-522.6pp

Employer contribution / active EE

$7,438

$6,036+23.2%

$5,298+40.4%

$4,779+55.6%

Participant deferral / active EE

$3,806

$5,806-34.5%

$5,081-25.1%

$5,609-32.2%

Admin fee / account holder

$460

$16,145-97.2%

$13,411-96.6%

$10,828-95.8%

GREGG M ANIGIAN MD PA 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREGG M ANIGIAN MD PA 401K 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