Retirement plan

IDAHO UROLOGIC INSTITUTE, P.A. 401K PROFIT SHARING PLAN

Name: IDAHO UROLOGIC INSTITUTE, P.A. - IDAHO UROLOGIC INSTITUTE, P.A. 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: IDAHO UROLOGIC INSTITUTE, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IDAHO UROLOGIC INSTITUTE, P.A. 401K PROFIT SHARING PLAN, IDAHO UROLOGIC INSTITUTE, P.A.

IDAHO UROLOGIC INSTITUTE, P.A.EIN 20-1300128Plan #001PY 2024

2855 E. MAGIC VIEW DR. - MERIDIAN, ID 836426245208-639-4931idurology.comLinkedIn51-200 employeesmedical practice

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$24.5M

+17.8% from 2023

Total participants

175

+8.7% from 2023

Average account balance

$139,959

+8.4% from 2023

Annual return

13.43%

-4.32 pp from 2023

Benchmarks

See 6,026 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,026 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

$24.49M

Not enough data

1 years with asset history on file

Average account balance

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

$140K

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.

175

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

$1.32M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$257

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
BETO FINANCIAL GROUP LLC4 years Service code 27 · EIN 45-2438170 390 E. PARKCENTER BLVD, STE 100A · BOISE, ID 83706	Advisory (Plan)	$44,266
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping Fees	$725

Plan features & details

Pension benefit codes2A2E2G2J3D3H2T2F

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.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$45K

$366 / participant

Recordkeeping$7251.6%
Investment mgmt$44K98.4%

% of EOY assets

0.184%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: RIPLEY DOORN & COMPANY, PLLC
Auditor EIN: 820476132
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$139,959

$55,415+152.6%

$155,509-10.0%

$74,495+87.9%

Participation rate

100.0%

61.9%+38.1pp

78.2%+21.8pp

67.2%+32.8pp

Annual return

13.43%

268.50%-255.1pp

64.67%-51.2pp

1364.94%-1351.5pp

Employer contribution / active EE

$6,659

$2,267+193.7%

$4,672+42.5%

$2,623+153.9%

Participant deferral / active EE

$4,106

$2,836+44.8%

$5,626-27.0%

$4,346-5.5%

Admin fee / account holder

$257

$1,738-85.2%

$15,912-98.4%

$1,942-86.8%

Provider

Service type

Compensation

BETO FINANCIAL GROUP LLC4 years

Service code 27 · EIN 45-2438170

390 E. PARKCENTER BLVD, STE 100A · BOISE, ID 83706

Advisory (Plan)

$44,266

AMERICAN FUNDS6 years

Filed as: CAPITAL GROUP RETIREMENT SERVICES

Service code 64 · EIN 95-6817943

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping Fees

$725

IDAHO UROLOGIC INSTITUTE, P.A. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IDAHO UROLOGIC INSTITUTE, P.A. 401K 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