Retirement plan

AESTHETIC PLASTIC SURGERY CENTER, LLC 401(K) PROFIT SHARING PLAN

Name: AESTHETIC PLASTIC SURGERY CENTER, LLC - AESTHETIC PLASTIC SURGERY CENTER, LLC 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: AESTHETIC PLASTIC SURGERY CENTER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AESTHETIC PLASTIC SURGERY CENTER, LLC 401(K) PROFIT SHARING PLAN, AESTHETIC PLASTIC SURGERY CENTER, LLC

AESTHETIC PLASTIC SURGERY CENTER, LLCEIN 20-5234860Plan #001PY 2022

32 IMPERIAL AVENUE - 2ND FLOOR - WESTPORT, CT 06880203-222-3700westportplasticsurgery.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#003Retirement-$609K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.1M

+0.8% from 2021

Total participants

+25.0% from 2021

Average account balance

$422,409

-19.4% from 2021

Annual return

-4.22%

-4.40 pp from 2021

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.96M

Not enough data

1 years with asset history on file

Average account balance

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

$592K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$134K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+8.02%

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$75

$15 / participant

Other / not subdivided$75100.0%

% of EOY assets

0.004%

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

$422,409

$167,352+152.4%

$143,788+193.8%

$134,509+214.0%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-4.22%

0.47%-4.7pp

-0.03%-4.2pp

418.13%-422.4pp

Employer contribution / active EE

$7,315

$5,620+30.2%

$4,952+47.7%

$4,741+54.3%

Participant deferral / active EE

$13,590

$6,447+110.8%

$5,638+141.0%

$6,400+112.3%

Admin fee / account holder

$15

$18,091-99.9%

$14,675-99.9%

$11,427-99.9%

AESTHETIC PLASTIC SURGERY CENTER, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AESTHETIC PLASTIC SURGERY CENTER, LLC 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