Retirement plan

ALABAMA PEDIATRIC THERAPY ASSOC. 401(K) PLAN

Name: ALABAMA PEDIATRIC THERAPY ASSOCIATES, LLC - ALABAMA PEDIATRIC THERAPY ASSOC. 401(K) PLAN (2022) Form 5500
Creator: ALABAMA PEDIATRIC THERAPY ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALABAMA PEDIATRIC THERAPY ASSOC. 401(K) PLAN, ALABAMA PEDIATRIC THERAPY ASSOCIATES, LLC

ALABAMA PEDIATRIC THERAPY ASSOCIATES, LLCEIN 81-0999465Plan #001PY 2022

315 6TH ST S - ONEONTA, AL 351211828256-504-6097alpediatrictherapy.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$243K

+48.2% from 2021

Total participants

+31.3% from 2021

Average account balance

No prior year

Annual return

-22.43%

-41.30 pp from 2021

Benchmarks

See 105,950 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,950 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$918K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+20.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$922

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 codes2G2J3B2T

Plan features

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$167,362-100.0%

$143,799-100.0%

$134,532-100.0%

Participation rate

0.0%

84.8%-84.8pp

80.3%-80.3pp

81.2%-81.2pp

Annual return

-22.43%

0.47%-22.9pp

-0.04%-22.4pp

418.27%-440.7pp

Employer contribution / active EE

$2,728

$5,620-51.5%

$4,952-44.9%

$4,741-42.5%

Participant deferral / active EE

$4,509

$6,447-30.1%

$5,638-20.0%

$6,401-29.6%

Admin fee / account holder

$18,094-100.0%

$14,677-100.0%

$11,429-100.0%

ALABAMA PEDIATRIC THERAPY ASSOC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALABAMA PEDIATRIC THERAPY ASSOC. 401(K) 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