Retirement plan

PROFIT-SHARING PLAN UNDER YORK ANESTHESIOLOGISTS, PLLC RETIREMENT TRUST

Name: YORK ANESTHESIOLOGISTS, PLLC - PROFIT-SHARING PLAN UNDER YORK ANESTHESIOLOGISTS, PLLC RETIREMENT TRUST (2022) Form 5500
Creator: YORK ANESTHESIOLOGISTS, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT-SHARING PLAN UNDER YORK ANESTHESIOLOGISTS, PLLC RETIREMENT TRUST, YORK ANESTHESIOLOGISTS, PLLC

YORK ANESTHESIOLOGISTS, PLLCEIN 13-3903523Plan #002PY 2022

BETH ISRAEL MEDICAL CENTER, 1ST AVENUE AT 16TH STREET - NEW YORK, NY 10003212-420-2385yorkanesthesiologists.comLinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#004Retirement-$20.5M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$31.5M

-28.6% from 2021

Total participants

-7.1% from 2021

Average account balance

$1,211,023

-25.8% from 2021

Annual return

-17.18%

-60.37 pp from 2021

Benchmarks

See 19,706 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,706 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.13M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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

$1.28M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$56K

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

+13.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$194187

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 codes2E2G3B2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$6.3M

$252921 / participant

Other / not subdivided$6M100.0%

% of EOY assets

20.082%

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

$1,211,023

$73,848+1539.9%

$143,799+742.2%

$68,486+1668.3%

Participation rate

100.0%

66.7%+33.3pp

80.3%+19.7pp

67.9%+32.1pp

Annual return

-17.18%

0.91%-18.1pp

-0.04%-17.1pp

-7.85%-9.3pp

Employer contribution / active EE

$39,140

$3,184+1129.1%

$4,952+690.4%

$2,597+1407.3%

Participant deferral / active EE

$12,580

$3,385+271.7%

$5,638+123.1%

$4,028+212.3%

Admin fee / account holder

$243,193

$5,755+4125.8%

$14,677+1556.9%

$5,404+4400.4%

PROFIT-SHARING PLAN UNDER YORK ANESTHESIOLOGISTS, PLLC RETIREMENT TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFIT-SHARING PLAN UNDER YORK ANESTHESIOLOGISTS, PLLC RETIREMENT TRUST

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