Retirement plan

ANESTHESIA SERVICES OF KENTUCKY, PLLC 401K RETIREMENT SAVINGS PLAN AND TRUST

Name: ANESTHESIA SERVICES OF KENTUCKY, PLLC - ANESTHESIA SERVICES OF KENTUCKY, PLLC 401K RETIREMENT SAVINGS PLAN AND TRUST (2024) Form 5500
Creator: ANESTHESIA SERVICES OF KENTUCKY, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA SERVICES OF KENTUCKY, PLLC 401K RETIREMENT SAVINGS PLAN AND TRUST, ANESTHESIA SERVICES OF KENTUCKY, PLLC

ANESTHESIA SERVICES OF KENTUCKY, PLLCEIN 20-2332112Plan #001PY 2024

601 S FLOYD ST STE 407 - LOUISVILLE, KY 402021837502-629-2880LinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$9.3M

+8.1% from 2023

Total participants

-19.5% from 2023

Average account balance

$300,042

+42.9% from 2023

Annual return

14.70%

-0.74 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.30M

Not enough data

1 years with asset history on file

Average account balance

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

$300K

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.

134.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$987K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$43K

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

+14.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$51814

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 codes2E2G2J3H2F3D

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.
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

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

$1.6M

$69836 / participant

Other / not subdivided$2M100.0%

% of EOY assets

17.269%

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

$300,042

$183,516+63.5%

$155,534+92.9%

$145,884+105.7%

Participation rate

91.3%

82.7%+8.6pp

78.2%+13.1pp

80.3%+11.0pp

Annual return

14.70%

61.43%-46.7pp

64.92%-50.2pp

551.85%-537.1pp

Employer contribution / active EE

$19,798

$5,315+272.5%

$4,675+323.5%

$4,662+324.6%

Participant deferral / active EE

$23,126

$6,467+257.6%

$5,630+310.7%

$6,690+245.7%

Admin fee / account holder

$51,814

$19,293+168.6%

$15,900+225.9%

$13,392+286.9%

ANESTHESIA SERVICES OF KENTUCKY, PLLC 401K RETIREMENT SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIA SERVICES OF KENTUCKY, PLLC 401K RETIREMENT SAVINGS PLAN AND 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