Retirement plan

ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN

Name: ALEX GUEVARA, JR., D.O. - ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN (2018) Form 5500
Creator: ALEX GUEVARA, JR., D.O.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN, ALEX GUEVARA, JR., D.O.

ALEX GUEVARA, JR., D.O.EIN 75-2953962Plan #001PY 2018

1217 GRAND AVENUE - FORT WORTH, TX 76164817-625-7733

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

-0.8% from 2017

Total participants

+13.0% from 2017

Average account balance

$105,200

-8.7% from 2017

Annual return

-5.59%

-18.89 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.36M

Not enough data

1 years with asset history on file

Average account balance

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

$212K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$154K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.42%

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing 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).

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

$105,200

$180,466-41.7%

$154,114-31.7%

$135,382-22.3%

Participation rate

95.0%

87.4%+7.6pp

83.0%+12.0pp

82.6%+12.4pp

Annual return

-5.59%

888.15%-893.7pp

735.16%-740.8pp

519.77%-525.4pp

Employer contribution / active EE

$6,411

$6,035+6.2%

$5,298+21.0%

$4,779+34.2%

Participant deferral / active EE

$5,806-100.0%

$5,081-100.0%

$5,609-100.0%

Admin fee / account holder

$16,144-100.0%

$13,411-100.0%

$10,829-100.0%

ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion