Retirement plan

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

Name: CASPER MEDICAL IMAGING, P.C. - CASPER MEDICAL IMAGING, P.C. PROFIT-SHARING PLAN (2020) 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 2020

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

Other plans on this EIN

1 filing

#004Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$16.4M

+17.9% from 2019

Total participants

+5.7% from 2019

Average account balance

$221,060

+11.5% from 2019

Annual return

27.63%

+6.52 pp from 2019

Benchmarks

See 18,628 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,628 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.13M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

101.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$868K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6035

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 codes2E2J2R

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.

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

$2.2M

$32388 / participant

Other / not subdivided$2M100.0%

% of EOY assets

13.463%

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

$221,060

$91,198+142.4%

$178,503+23.8%

$79,856+176.8%

Participation rate

100.0%

69.2%+30.8pp

81.9%+18.1pp

69.6%+30.4pp

Annual return

27.63%

24.20%+3.4pp

151.12%-123.5pp

31.71%-4.1pp

Employer contribution / active EE

$6,762

$3,257+107.6%

$5,011+34.9%

$2,471+173.6%

Participant deferral / active EE

$5,383

$3,237+66.3%

$5,202+3.5%

$3,741+43.9%

Admin fee / account holder

$29,762

$6,748+341.0%

$13,987+112.8%

$5,306+460.9%

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