Retirement plan

CENTRAL OHIO VASCULAR CARE, INC. 401(K) PROFIT SHARING PLAN

Name: CENTRAL OHIO VASCULAR CARE, INC. - CENTRAL OHIO VASCULAR CARE, INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: CENTRAL OHIO VASCULAR CARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL OHIO VASCULAR CARE, INC. 401(K) PROFIT SHARING PLAN, CENTRAL OHIO VASCULAR CARE, INC.

CENTRAL OHIO VASCULAR CARE, INC.EIN 84-2962008Plan #001PY 2021

6488 E. MAIN STREET, STE 120 - REYNOLDSBURG, OH 43068614-472-8483centralohioasce.orgLinkedIn11-50 employeescivil engineering

Other plans on this EIN

1 filing

#002Retirement-$348K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$180K

+700.0% from 2020

Total participants

+200.0% from 2020

Average account balance

$10,596

+182.4% from 2020

Annual return

21.12%

+21.12 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$615K

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

191.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

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

+10.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$426

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$10,596

$217,432-95.1%

$185,849-94.3%

$167,536-93.7%

Participation rate

93.3%

86.1%+7.3pp

81.7%+11.6pp

82.1%+11.2pp

Annual return

21.12%

148.42%-127.3pp

122.10%-101.0pp

478.82%-457.7pp

Employer contribution / active EE

$6,856

$5,875+16.7%

$5,169+32.6%

$4,839+41.7%

Participant deferral / active EE

$3,335

$6,357-47.5%

$5,569-40.1%

$6,342-47.4%

Admin fee / account holder

$19,818-100.0%

$16,244-100.0%

$12,315-100.0%

CENTRAL OHIO VASCULAR CARE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CENTRAL OHIO VASCULAR CARE, INC. 401(K) PROFIT SHARING 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