Retirement plan

CENTRAL MASS NEPHROLOGY LLC 401(K) PLAN AND TRUST

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

CENTRAL MASS NEPHROLOGY LLCEIN 87-2390782Plan #001PY 2023

123 SUMMER STREET SUITE 685N - WORCESTER, MA 01608508-363-6008cmneph.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$209K

No prior year

Total participants

No prior year

Average account balance

$34,781

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.40M

Not enough data

1 years with asset history on file

Average account balance

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

$294K

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.

115.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$310K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+45.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$367

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 codes2E2J

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.

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

$34,781

$175,259-80.2%

$149,723-76.8%

$139,487-75.1%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

0.00%

166.82%-166.8pp

134.50%-134.5pp

373.84%-373.8pp

Employer contribution / active EE

$19,041

$5,478+247.6%

$4,821+294.9%

$4,755+300.5%

Participant deferral / active EE

$12,653

$6,522+94.0%

$5,682+122.7%

$6,713+88.5%

Admin fee / account holder

$16,158-100.0%

$13,215-100.0%

$11,407-100.0%

CENTRAL MASS NEPHROLOGY LLC 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CENTRAL MASS NEPHROLOGY LLC 401(K) PLAN AND TRUST

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