Retirement plan

MARY'S PEAK EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Name: MARYS PEAK EMERGENCY PHYSICIANS, PC - MARY'S PEAK EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: MARYS PEAK EMERGENCY PHYSICIANS, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARY'S PEAK EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST, MARYS PEAK EMERGENCY PHYSICIANS, PC

MARYS PEAK EMERGENCY PHYSICIANS, PCEIN 93-1184149Plan #001PY 2017

3600 NW SAMARITAN DRIVE - CORVALLIS, OR 97330541-757-5021LinkedIn11-50 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$7.1M

+17.8% from 2016

Total participants

+9.1% from 2016

Average account balance

$592,369

+8.0% from 2016

Annual return

9.80%

+4.04 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.77M

Not enough data

1 years with asset history on file

Average account balance

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

$698K

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

$504K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$46K

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

+11.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$115670

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 codes2E2G2J2R2F3D

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$592,369

$198,462+198.5%

$170,439+247.6%

$147,585+301.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

9.80%

257.30%-247.5pp

205.94%-196.1pp

578.58%-568.8pp

Employer contribution / active EE

$27,138

$6,184+338.9%

$5,433+399.5%

$4,876+456.5%

Participant deferral / active EE

$13,081

$5,629+132.4%

$4,939+164.8%

$5,439+140.5%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

MARY'S PEAK EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MARY'S PEAK EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING 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