Retirement plan

BRIDGES THERAPY ASSOCIATES, LLC 401(K) SAVINGS PLAN

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

BRIDGES THERAPY ASSOCIATES, LLCEIN 82-3068274Plan #001PY 2022

310 FOX RUN DRIVE - VENETIA, PA 15367717-497-2392

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$468K

-8.8% from 2021

Total participants

+28.6% from 2021

Average account balance

$58,524

-31.6% from 2021

Annual return

-18.52%

-18.52 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

$729K

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$931

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 codes2E2F2J2T3D

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).
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.
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.

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

$58,524

$167,362-65.0%

$143,799-59.3%

$134,532-56.5%

Participation rate

85.7%

84.8%+0.9pp

80.3%+5.4pp

81.2%+4.5pp

Annual return

-18.52%

0.47%-19.0pp

-0.04%-18.5pp

418.27%-436.8pp

Employer contribution / active EE

$2,526

$5,620-55.1%

$4,952-49.0%

$4,741-46.7%

Participant deferral / active EE

$4,608

$6,447-28.5%

$5,638-18.3%

$6,401-28.0%

Admin fee / account holder

$18,094-100.0%

$14,677-100.0%

$11,429-100.0%

BRIDGES THERAPY ASSOCIATES, LLC 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BRIDGES THERAPY ASSOCIATES, LLC 401(K) SAVINGS 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