Retirement plan

MEDSTAR ANESTHESIA SERVICES, INC. 401(K) PLAN

Name: MEDSTAR ANESTHESIA SERVICE, INC. - MEDSTAR ANESTHESIA SERVICES, INC. 401(K) PLAN (2021) Form 5500
Creator: MEDSTAR ANESTHESIA SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MEDSTAR ANESTHESIA SERVICES, INC. 401(K) PLAN, MEDSTAR ANESTHESIA SERVICE, INC.

MEDSTAR ANESTHESIA SERVICE, INC.EIN 20-2335861Plan #002PY 2021

9251 WEDGEWOOD ST. - TEMPLE CITY, CA 91780626-451-6859

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$7M

+13.2% from 2020

Total participants

0.0% from 2020

Average account balance

$2,342,297

+13.2% from 2020

Annual return

11.15%

+4.77 pp from 2020

Benchmarks

See 103,200 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,200 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.42M

Not enough data

1 years with asset history on file

Average account balance

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

$2.5M

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

$142K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$71K

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

-0.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

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.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$2,342,297

$217,427+977.3%

$185,837+1160.4%

$167,518+1298.2%

Participation rate

100.0%

86.0%+14.0pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

11.15%

148.39%-137.2pp

122.08%-110.9pp

478.71%-467.6pp

Employer contribution / active EE

$37,500

$5,874+538.4%

$5,168+625.6%

$4,838+675.0%

Participant deferral / active EE

$26,000

$6,357+309.0%

$5,568+366.9%

$6,342+310.0%

Admin fee / account holder

$19,816-100.0%

$16,241-100.0%

$12,312-100.0%

MEDSTAR ANESTHESIA SERVICES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MEDSTAR ANESTHESIA SERVICES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion