Retirement plan

FORTINBERRY PHYSICAL THERAPY LLC PSP

Name: FORTINBERRY PHYSICAL THERAPY, LLC - FORTINBERRY PHYSICAL THERAPY LLC PSP (2022) 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 2022

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$272K

+182.8% from 2019

Total participants

+42.9% from 2019

Average account balance

-100.0% from 2019

Annual return

-25.22%

-60.45 pp from 2019

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

$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 codes2E2G2J

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.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$339 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.122%

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

$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

-25.22%

0.47%-25.7pp

-0.04%-25.2pp

418.27%-443.5pp

Employer contribution / active EE

$2,168

$5,620-61.4%

$4,952-56.2%

$4,741-54.3%

Participant deferral / active EE

$6,019

$6,447-6.6%

$5,638+6.8%

$6,401-6.0%

Admin fee / account holder

$18,094-100.0%

$14,677-100.0%

$11,429-100.0%

FORTINBERRY PHYSICAL THERAPY LLC PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORTINBERRY PHYSICAL THERAPY LLC PSP

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