Retirement plan

CASPER MEDICAL IMAGING, P.C. PROFIT-SHARING PLAN

Name: CASPER MEDICAL IMAGING, P.C. - CASPER MEDICAL IMAGING, P.C. PROFIT-SHARING PLAN (2019) Form 5500
Creator: CASPER MEDICAL IMAGING, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASPER MEDICAL IMAGING, P.C. PROFIT-SHARING PLAN, CASPER MEDICAL IMAGING, P.C.

CASPER MEDICAL IMAGING, P.C.EIN 83-0212463Plan #002PY 2019

419 S WASHINGTON ST SUITE 101 - CASPER, WY 82601307-234-6963LinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#004Retirement-$5.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13.9M

+24.1% from 2018

Total participants

-9.1% from 2018

Average account balance

$198,191

+36.5% from 2018

Annual return

21.11%

+16.99 pp from 2018

Benchmarks

See 18,455 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,455 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$8.92M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

91.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.17M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+18.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8624

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$506K

$7781 / participant

Other / not subdivided$506K100.0%

% of EOY assets

3.646%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$198,191

$85,202+132.6%

$172,739+14.7%

$72,985+171.6%

Participation rate

100.0%

70.1%+29.9pp

82.6%+17.4pp

69.5%+30.5pp

Annual return

21.11%

27.32%-6.2pp

802.84%-781.7pp

81.00%-59.9pp

Employer contribution / active EE

$7,142

$3,324+114.9%

$5,143+38.9%

$2,440+192.7%

Participant deferral / active EE

$5,283

$3,260+62.0%

$5,198+1.6%

$3,607+46.4%

Admin fee / account holder

$7,225

$5,884+22.8%

$13,954-48.2%

$5,124+41.0%

CASPER MEDICAL IMAGING, P.C. PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASPER MEDICAL IMAGING, P.C. PROFIT-SHARING PLAN

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