Retirement plan

CRITICAL CARE & PULMONARY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN

Name: CRITICAL CARE & PULMONARY CONSULTANTS, P.C. - CRITICAL CARE & PULMONARY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: CRITICAL CARE & PULMONARY CONSULTANTS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRITICAL CARE & PULMONARY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN, CRITICAL CARE & PULMONARY CONSULTANTS, P.C.

CRITICAL CARE & PULMONARY CONSULTANTS, P.C.EIN 84-1325066Plan #003PY 2019

5200 DTC PARKWAY, #400 - GREENWOOD VILLAGE, CO 80111ccpcmd.comLinkedIn51-200 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$16.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10M

+11.6% from 2018

Total participants

-3.8% from 2018

Average account balance

$131,208

+16.0% from 2018

Annual return

17.12%

+23.78 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.27M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

155

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.

74.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.29M

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

+15.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$230

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

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 codes2E2J2R3D

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.
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

$1.7M

$21940 / participant

Other / not subdivided$2M100.0%

% of EOY assets

16.722%

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

$131,208

$85,171+54.1%

$172,752-24.0%

$72,975+79.8%

Participation rate

100.0%

70.1%+29.9pp

82.6%+17.4pp

69.5%+30.5pp

Annual return

17.12%

27.32%-10.2pp

802.97%-785.8pp

81.01%-63.9pp

Employer contribution / active EE

$3,324-100.0%

$5,144-100.0%

$2,440-100.0%

Participant deferral / active EE

$15,414

$3,260+372.8%

$5,198+196.6%

$3,608+327.3%

Admin fee / account holder

$21,940

$5,880+273.1%

$13,955+57.2%

$5,124+328.2%

CRITICAL CARE & PULMONARY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRITICAL CARE & PULMONARY CONSULTANTS, P.C. 401(K) 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