Retirement plan

WILLIAMS, MARK N., P.C. PENSION PLAN

Name: MARK N. WILLAMS P.C. - WILLIAMS, MARK N., P.C. PENSION PLAN (2017) Form 5500
Creator: MARK N. WILLAMS P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAMS, MARK N., P.C. PENSION PLAN, MARK N. WILLAMS P.C.

MARK N. WILLAMS P.C.EIN 84-1064942Plan #001PY 2017

2754 COMPASS DR STE 130 - GRAND JUNCTION, CO 815068739970-242-2111LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$257K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$279K

+15.7% from 2016

Total participants

0.0% from 2016

Average account balance

$139,583

+15.7% from 2016

Annual return

14.70%

+6.69 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$438K

Not enough data

1 years with asset history on file

Average account balance

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

$438K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13602

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 codes2F2G2T3D2C

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$139,583

$150,446-7.2%

$136,297+2.4%

$147,585-5.4%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

14.70%

1049.14%-1034.4pp

5156.19%-5141.5pp

578.58%-563.9pp

Employer contribution / active EE

$1,266

$5,256-75.9%

$4,696-73.0%

$4,876-74.0%

Participant deferral / active EE

$6,631-100.0%

$6,247-100.0%

$5,439-100.0%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

WILLIAMS, MARK N., P.C. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WILLIAMS, MARK N., P.C. PENSION PLAN

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