Retirement plan

ATHENS GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN AND TRUST

Name: ATHENS GASTROENTEROLOGY ASSOCIATION PC - ATHENS GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: ATHENS GASTROENTEROLOGY ASSOCIATION PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATHENS GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN AND TRUST, ATHENS GASTROENTEROLOGY ASSOCIATION PC

ATHENS GASTROENTEROLOGY ASSOCIATION PCEIN 20-4473479Plan #001PY 2016

3320 OLD JEFFERSON ROAD BLDG 400 - ATHENS, GA 30607706-613-1625athensgastro.orgLinkedIn11-50 employeesmedical practice

Other plans on this EIN

2 filings

#002Retirement-$840K assets #003Retirement-$101K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$985K

+20.1% from 2015

Total participants

+46.2% from 2015

Average account balance

$25,913

-17.9% from 2015

Annual return

5.32%

+11.79 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.60M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

134.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$171K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1012

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 codes2E2F2G2J2T3D3H

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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$6K

$249 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.607%

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

$25,913

$181,896-85.8%

$156,551-83.4%

$273,972-90.5%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

5.32%

30.74%-25.4pp

32.23%-26.9pp

41.46%-36.1pp

Employer contribution / active EE

$1,747

$6,248-72.0%

$5,501-68.2%

$4,869-64.1%

Participant deferral / active EE

$3,288

$5,550-40.7%

$4,871-32.5%

$5,287-37.8%

Admin fee / account holder

$157

$15,560-99.0%

$13,028-98.8%

$10,133-98.4%

ATHENS GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATHENS GASTROENTEROLOGY 401(K) PROFIT SHARING 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