Retirement plan

NEBRASKA HEMATOLOGY-ONCOLOGY, P.C. 401(K) PROFIT SHARING PLAN

Name: NEBRASKA HEMATOLOGY-ONCOLOGY PC - NEBRASKA HEMATOLOGY-ONCOLOGY, P.C. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: NEBRASKA HEMATOLOGY-ONCOLOGY PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEBRASKA HEMATOLOGY-ONCOLOGY, P.C. 401(K) PROFIT SHARING PLAN, NEBRASKA HEMATOLOGY-ONCOLOGY PC

NEBRASKA HEMATOLOGY-ONCOLOGY PCEIN 91-1806105Plan #002PY 2024

4004 PIONEER WOODS DRIVE - LINCOLN, NE 685067548402-484-4900yourcancercare.comLinkedIn51-200 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16.7M

+22.7% from 2023

Total participants

151

-0.7% from 2023

Average account balance

$110,887

+16.2% from 2023

Annual return

15.47%

-14.61 pp from 2023

Benchmarks

See 6,007 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,007 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.74M

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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.

151

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

$1.57M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$75

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
UNION BANK & TRUST COMPANY2 years Service code 15 · EIN 47-0321480	Recordkeeping	$11,366

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$11K

$96 / participant

Contract admin$11K100.0%

% of EOY assets

0.068%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EIDE BAILLY LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$110,887

$55,446+100.0%

$155,574-28.7%

$74,429+49.0%

Participation rate

100.0%

61.9%+38.1pp

78.2%+21.8pp

67.2%+32.8pp

Annual return

15.47%

269.20%-253.7pp

64.87%-49.4pp

1368.38%-1352.9pp

Employer contribution / active EE

$7,226

$2,266+218.9%

$4,676+54.5%

$2,625+175.3%

Participant deferral / active EE

$5,946

$2,836+109.7%

$5,629+5.6%

$4,348+36.8%

Admin fee / account holder

$75

$1,743-95.7%

$15,914-99.5%

$1,944-96.1%

Provider

Service type

Compensation

UNION BANK & TRUST COMPANY2 years

Service code 15 · EIN 47-0321480

Recordkeeping

$11,366

NEBRASKA HEMATOLOGY-ONCOLOGY, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEBRASKA HEMATOLOGY-ONCOLOGY, P.C. 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