Retirement plan

THE 401(K) PROFIT SHARING PLAN AND TRUST OF HIGHLINE EMERGENCY PHYSICIANS PLLC

Name: HIGHLINE EMERGENCY PHYSICIANS PLLC - THE 401(K) PROFIT SHARING PLAN AND TRUST OF HIGHLINE EMERGENCY PHYSICIANS PLLC (2015) Form 5500
Creator: HIGHLINE EMERGENCY PHYSICIANS PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE 401(K) PROFIT SHARING PLAN AND TRUST OF HIGHLINE EMERGENCY PHYSICIANS PLLC, HIGHLINE EMERGENCY PHYSICIANS PLLC

HIGHLINE EMERGENCY PHYSICIANS PLLCEIN 91-1747180Plan #001PY 2015

PO BOX 742528 - DALLAS, TX 75374425-488-1142

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.4M

No prior year

Total participants

No prior year

Average account balance

$351,928

No prior year

Annual return

-1.19%

No prior year

Benchmarks

See 102,329 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,329 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.56M

Not enough data

1 years with asset history on file

Average account balance

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

$589K

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.

164.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$662K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$47K

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

+12.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3005

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$5.8M

$414713 / participant

Other / not subdivided$6M100.0%

% of EOY assets

78.560%

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

$351,928

$168,636+108.7%

$147,618+138.4%

$125,388+180.7%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-1.19%

77.65%-78.8pp

61.98%-63.2pp

282.24%-283.4pp

Employer contribution / active EE

$26,526

$6,252+324.3%

$5,565+376.7%

$4,866+445.1%

Participant deferral / active EE

$21,162

$5,507+284.3%

$4,895+332.3%

$5,352+295.4%

Admin fee / account holder

$276,476

$13,580+1935.9%

$11,612+2281.0%

$9,541+2797.9%

THE 401(K) PROFIT SHARING PLAN AND TRUST OF HIGHLINE EMERGENCY PHYSICIANS PLLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE 401(K) PROFIT SHARING PLAN AND TRUST OF HIGHLINE EMERGENCY PHYSICIANS PLLC

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