Retirement plan

FORTINBERRY PHYSICAL THERAPY LLC PSP

Name: FORTINBERRY PHYSICAL THERAPY LLC - FORTINBERRY PHYSICAL THERAPY LLC PSP (2018) Form 5500
Creator: FORTINBERRY PHYSICAL THERAPY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORTINBERRY PHYSICAL THERAPY LLC PSP, FORTINBERRY PHYSICAL THERAPY LLC

FORTINBERRY PHYSICAL THERAPY LLCEIN 82-3698183Plan #001PY 2018

P O BOX 1358 - SUMMIT, MS 39666601-734-3905fortinberryphysicaltherapy.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$23K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$542K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

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

+8.99%

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 codes2G2J2E3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$180,459-100.0%

$154,108-100.0%

$135,380-100.0%

Participation rate

0.0%

87.4%-87.4pp

83.0%-83.0pp

82.6%-82.6pp

Annual return

0.00%

888.21%-888.2pp

735.21%-735.2pp

519.81%-519.8pp

Employer contribution / active EE

$3,357

$6,035-44.4%

$5,298-36.6%

$4,779-29.8%

Participant deferral / active EE

$5,044

$5,806-13.1%

$5,081-0.7%

$5,609-10.1%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

FORTINBERRY PHYSICAL THERAPY LLC PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FORTINBERRY PHYSICAL THERAPY LLC PSP

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