Retirement plan

FORT COLLINS WOMEN'S CLINIC PC 401K PLAN

Name: FORT COLLINS WOMEN'S CLINIC, P.C. - FORT COLLINS WOMEN'S CLINIC PC 401K PLAN (2019) Form 5500
Creator: FORT COLLINS WOMEN'S CLINIC, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORT COLLINS WOMEN'S CLINIC PC 401K PLAN, FORT COLLINS WOMEN'S CLINIC, P.C.

FORT COLLINS WOMEN'S CLINIC, P.C.EIN 84-0596245Plan #001PY 2019

1107 S. LEMAY AVENUE, SUITE 300 - FORT COLLINS, CO 80524970-493-7442womensclinicnoco.comLinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$5.7M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$19.7M

+18.1% from 2018

Total participants

136

+3.8% from 2018

Average account balance

$146,184

+11.1% from 2018

Annual return

16.25%

+17.83 pp from 2018

Benchmarks

See 5,343 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,343 peers

Snapshot2019

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$22.50M

Not enough data

1 years with asset history on file

Average account balance

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

$170K

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.

132

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.

99.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.58M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$136

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

1 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

Top 4 by compensation

Provider	Service type	Compensation
HOWARD CAPITAL MANAGEMENT INC5+ years Filed as: HOWARD CAPITAL MANAGEMENT Service code 16 555 SUN VALLEY DR · ROSWELL, GA 30076	Consulting	$31,593
PENSYS, INC.1 year Filed as: PENSYS INC Service code 13	Contract Administrator	$85
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 64	Recordkeeping Fees	$25
PENSYS, INC.1 year Filed as: PENSYS INC. Service code 13	Contract Administrator	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2R2T3H3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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).
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$36K

$333 / participant

Contract admin$36K100.0%
Other / not subdivided$30.0%

% of EOY assets

0.184%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SOUKUP BUSH & ASSOCIATES, CPAS, PC
Auditor EIN: 841128248
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$146,184

$52,953+176.1%

$172,739-15.4%

$65,185+124.3%

Participation rate

99.1%

66.2%+32.9pp

82.6%+16.4pp

70.2%+28.9pp

Annual return

16.25%

30.12%-13.9pp

802.84%-786.6pp

29.38%-13.1pp

Employer contribution / active EE

$6,395

$2,190+192.1%

$5,143+24.4%

$2,177+193.8%

Participant deferral / active EE

$5,916

$2,471+139.4%

$5,198+13.8%

$3,514+68.4%

Admin fee / account holder

$269

$472-43.0%

$13,954-98.1%

$847-68.2%

Provider

Service type

Compensation

HOWARD CAPITAL MANAGEMENT INC5+ years

Filed as: HOWARD CAPITAL MANAGEMENT

Service code 16

555 SUN VALLEY DR · ROSWELL, GA 30076

Consulting

$31,593

PENSYS, INC.1 year

Filed as: PENSYS INC

Service code 13

Contract Administrator

$85

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 64

Recordkeeping Fees

$25

PENSYS, INC.1 year

Filed as: PENSYS INC.

Service code 13

Contract Administrator

FORT COLLINS WOMEN'S CLINIC PC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORT COLLINS WOMEN'S CLINIC PC 401K 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