Retirement plan

COLUMBUS WOMEN'S HEALTHCARE, P.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Name: COLUMBUS WOMEN'S HEALTHCARE, P.C. - COLUMBUS WOMEN'S HEALTHCARE, P.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: COLUMBUS WOMEN'S HEALTHCARE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLUMBUS WOMEN'S HEALTHCARE, P.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN, COLUMBUS WOMEN'S HEALTHCARE, P.C.

COLUMBUS WOMEN'S HEALTHCARE, P.C.EIN 86-1137357Plan #001PY 2024

4508 38TH STREET, SUITE 260 - COLUMBUS, NE 68601402-564-0205columbuswomenshealth.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+28.8% from 2023

Total participants

+3.4% from 2023

Average account balance

$71,912

+28.8% from 2023

Annual return

17.49%

-2.90 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.09M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

131.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$212K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+17.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1021

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 codes2E3D2G2J2F2T

Plan features

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.
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

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

$30K

$1346 / participant

Other / not subdivided$30K100.0%

% of EOY assets

1.419%

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

$71,912

$183,539-60.8%

$155,556-53.8%

$145,897-50.7%

Participation rate

95.5%

82.7%+12.7pp

78.2%+17.2pp

80.3%+15.1pp

Annual return

17.49%

61.31%-43.8pp

64.84%-47.3pp

552.29%-534.8pp

Employer contribution / active EE

$2,332

$5,315-56.1%

$4,675-50.1%

$4,663-50.0%

Participant deferral / active EE

$7,319

$6,467+13.2%

$5,631+30.0%

$6,689+9.4%

Admin fee / account holder

$1,021

$19,275-94.7%

$15,885-93.6%

$13,390-92.4%

COLUMBUS WOMEN'S HEALTHCARE, P.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLUMBUS WOMEN'S HEALTHCARE, P.C. SAFE HARBOR 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