Retirement plan

PEACH STATE SURGERY CENTER PROFIT SHARING 401(K) PLAN

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

PEACH STATE SURGERY CENTEREIN 20-8311494Plan #002PY 2023

1040 MORNINGSIDE DRIVE - PERRY, GA 31069478-988-4676

Other plans on this EIN

1 filing

#003Retirement-$360K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$564K

+18.8% from 2022

Total participants

-6.7% from 2022

Average account balance

$40,313

+27.3% from 2022

Annual return

12.62%

+25.52 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

$638K

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

500.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21K

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

+9.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$531

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 codes2E2J3D3H

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$16K

$5207 / participant

Other / not subdivided$16K100.0%

% of EOY assets

2.768%

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

$40,313

$175,231-77.0%

$149,696-73.1%

$139,466-71.1%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

12.62%

166.77%-154.2pp

134.46%-121.8pp

373.66%-361.0pp

Employer contribution / active EE

$3,339

$5,478-39.0%

$4,821-30.7%

$4,754-29.8%

Participant deferral / active EE

$10,000

$6,521+53.3%

$5,682+76.0%

$6,712+49.0%

Admin fee / account holder

$1,116

$16,155-93.1%

$13,212-91.6%

$11,409-90.2%

PEACH STATE SURGERY CENTER PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEACH STATE SURGERY CENTER PROFIT SHARING 401(K) 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