Retirement plan

PHOENIX RADIOLOGY PLLC 401(K) PROFIT SHARING PLAN

Name: PHOENIX RADIOLOGY PLLC - PHOENIX RADIOLOGY PLLC 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: PHOENIX RADIOLOGY PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHOENIX RADIOLOGY PLLC 401(K) PROFIT SHARING PLAN, PHOENIX RADIOLOGY PLLC

PHOENIX RADIOLOGY PLLCEIN 20-1383479Plan #001PY 2023

531 FOURTH AVENUE - LEWISTON, ID 83501208-743-4393phoenixradiology.comLinkedIn1-10 employeeshospital & health care

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$4.4M

+37.1% from 2022

Total participants

+18.2% from 2022

Average account balance

$368,516

+25.7% from 2022

Annual return

28.10%

+50.39 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.59M

Not enough data

1 years with asset history on file

Average account balance

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

$466K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$343K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+23.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19409

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 codes2E2F2G2J2R3D

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.

Expense breakdown

Schedule H Part II

Admin total

$2K

$141 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.035%

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

$368,516

$175,231+110.3%

$149,696+146.2%

$139,466+164.2%

Participation rate

90.9%

83.4%+7.5pp

78.8%+12.1pp

80.3%+10.6pp

Annual return

28.10%

166.77%-138.7pp

134.46%-106.4pp

373.66%-345.6pp

Employer contribution / active EE

$18,972

$5,478+246.3%

$4,821+293.5%

$4,754+299.1%

Participant deferral / active EE

$7,479

$6,521+14.7%

$5,682+31.6%

$6,712+11.4%

Admin fee / account holder

$129

$16,155-99.2%

$13,212-99.0%

$11,409-98.9%

PHOENIX RADIOLOGY PLLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHOENIX RADIOLOGY PLLC 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