Retirement plan

LIVEWELL PAIN MANAGEMENT, PC 401(K) & PSP

Name: LIVEWELL PAIN MANAGEMENT, PC - LIVEWELL PAIN MANAGEMENT, PC 401(K) & PSP (2022) Form 5500
Creator: LIVEWELL PAIN MANAGEMENT, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIVEWELL PAIN MANAGEMENT, PC 401(K) & PSP, LIVEWELL PAIN MANAGEMENT, PC

LIVEWELL PAIN MANAGEMENT, PCEIN 87-1256739Plan #001PY 2022

C/O 85 KINDERKAMACK ROAD - SUITE 20 - EMERSON, NJ 07630917-242-1572livewellnj.coLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$117K

+1550.0% from 2021

Total participants

0.0% from 2021

Average account balance

$116,818

+1550.0% from 2021

Annual return

1327.20%

+1327.20 pp from 2021

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$267K

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+23.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1169

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 codes2J2E3D

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$183

$183 / participant

Other / not subdivided$183100.0%

% of EOY assets

0.157%

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

$116,818

$167,352-30.2%

$143,788-18.8%

$134,509-13.2%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

1327.20%

0.47%+1326.7pp

-0.03%+1327.2pp

418.13%+909.1pp

Employer contribution / active EE

$15,772

$5,620+180.6%

$4,952+218.5%

$4,741+232.7%

Participant deferral / active EE

$6,447-100.0%

$5,638-100.0%

$6,400-100.0%

Admin fee / account holder

$183

$18,091-99.0%

$14,675-98.8%

$11,427-98.4%

LIVEWELL PAIN MANAGEMENT, PC 401(K) & PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIVEWELL PAIN MANAGEMENT, PC 401(K) & PSP

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