Retirement plan

INTERCARE THERAPY, INC. PROFIT SHARING PLAN

Name: INTERCARE THERAPY, INC. - INTERCARE THERAPY, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: INTERCARE THERAPY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERCARE THERAPY, INC. PROFIT SHARING PLAN, INTERCARE THERAPY, INC.

INTERCARE THERAPY, INC.EIN 95-4749616Plan #001PY 2017

4221 WILSHIRE BLVD, SUITE 300A - LOS ANGELES, CA 90010323-866-1880intercaretherapy.comLinkedIn501-1000 employeesindividual & family services

Prospect flagsLow participationRecently reached 100 employeesLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

+53.1% from 2016

Total participants

333

+79.0% from 2016

Average account balance

$19,246

+29.4% from 2016

Annual return

22.71%

+14.83 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.35M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

294

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.

20.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$795K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+15.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$232

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 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL2 years Service code 37 · EIN 04-2647786	Loan Processing	$9,195
ZUCKERMAN CAPITAL MANAGEMENT, LLC1 year Filed as: ZUCKERMAN CAPITAL MANAGEMENT LLC Service code 27 · EIN 26-3456574	Advisory (Plan)	$7,014

Plan features & details

Pension benefit codes2A2E3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing 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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$16K

$55 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.726%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SRG, LLP
Auditor EIN: 954476507
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,246

$46,173-58.3%

$170,435-88.7%

$69,631-72.4%

Participation rate

26.2%

63.9%-37.7pp

83.6%-57.4pp

70.7%-44.5pp

Annual return

22.71%

21.62%+1.1pp

205.94%-183.2pp

27571.02%-27548.3pp

Employer contribution / active EE

$546

$1,610-66.1%

$5,432-90.0%

$2,032-73.2%

Participant deferral / active EE

$1,078

$2,080-48.2%

$4,939-78.2%

$3,224-66.6%

Admin fee / account holder

$140

$116+20.5%

$13,881-99.0%

$110+26.5%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Service code 37 · EIN 04-2647786

Loan Processing

$9,195

ZUCKERMAN CAPITAL MANAGEMENT, LLC1 year

Filed as: ZUCKERMAN CAPITAL MANAGEMENT LLC

Service code 27 · EIN 26-3456574

Advisory (Plan)

$7,014

INTERCARE THERAPY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERCARE THERAPY, INC. 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