Retirement plan

CANCER AND BLOOD SPECIALISTS, LLC 401(K) PLAN

Name: CANCER AND BLOOD SPECIALISTS LLC - CANCER AND BLOOD SPECIALISTS, LLC 401(K) PLAN (2023) Form 5500
Creator: CANCER AND BLOOD SPECIALISTS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CANCER AND BLOOD SPECIALISTS, LLC 401(K) PLAN, CANCER AND BLOOD SPECIALISTS LLC

CANCER AND BLOOD SPECIALISTS LLCEIN 85-2295925Plan #001PY 2023

13125 DUMBARTON STREET - CARMEL, IN 46032317-520-5510

Other plans on this EIN

1 filing

#002Retirement-$734K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$169K

+110.0% from 2022

Total participants

+150.0% from 2022

Average account balance

$42,359

+5.0% from 2022

Annual return

24.86%

+47.96 pp from 2022

Benchmarks

See 108,045 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,045 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$165K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

-29.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2843

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 codes2E2J2R2T3D

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.
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

$42,359

$175,257-75.8%

$149,717-71.7%

$139,456-69.6%

Participation rate

80.0%

83.4%-3.4pp

78.8%+1.2pp

80.3%-0.3pp

Annual return

24.86%

166.70%-141.8pp

134.41%-109.5pp

373.45%-348.6pp

Employer contribution / active EE

$7,734

$5,477+41.2%

$4,820+60.5%

$4,753+62.7%

Participant deferral / active EE

$6,000

$6,521-8.0%

$5,682+5.6%

$6,711-10.6%

Admin fee / account holder

$16,156-100.0%

$13,213-100.0%

$11,407-100.0%

CANCER AND BLOOD SPECIALISTS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CANCER AND BLOOD SPECIALISTS, LLC 401(K) 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