Retirement plan

NORTHSTATE ANESTHESIOLOGY PARTNERS, INC RETIREMENT PLAN

Name: NORTHSTATE ANESTHESIOLOGY PARTNERS, INC. - NORTHSTATE ANESTHESIOLOGY PARTNERS, INC RETIREMENT PLAN (2015) Form 5500
Creator: NORTHSTATE ANESTHESIOLOGY PARTNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHSTATE ANESTHESIOLOGY PARTNERS, INC RETIREMENT PLAN, NORTHSTATE ANESTHESIOLOGY PARTNERS, INC.

NORTHSTATE ANESTHESIOLOGY PARTNERS, INC.EIN 20-8314353Plan #002PY 2015

1458 ESPLANADE SUITE 4 - CHICO, CA 95926530-898-8088LinkedIn11-50 employeesmedical practice

Other plans on this EIN

2 filings

#001Retirement-$1.5M assets #003Retirement-$131K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$770K

No prior year

Total participants

No prior year

Average account balance

$51,318

No prior year

Annual return

-0.92%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.58M

Not enough data

1 years with asset history on file

Average account balance

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

$399K

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.

96.0%

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

$39K

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

+13.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35582

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 codes2E2J3D

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$51,318

$168,635-69.6%

$147,617-65.2%

$125,389-59.1%

Participation rate

88.2%

88.8%-0.5pp

84.6%+3.6pp

83.2%+5.0pp

Annual return

-0.92%

77.65%-78.6pp

61.98%-62.9pp

282.24%-283.2pp

Employer contribution / active EE

$12,394

$6,252+98.2%

$5,564+122.7%

$4,866+154.7%

Participant deferral / active EE

$8,491

$5,507+54.2%

$4,895+73.5%

$5,352+58.7%

Admin fee / account holder

$13,580-100.0%

$11,612-100.0%

$9,541-100.0%

NORTHSTATE ANESTHESIOLOGY PARTNERS, INC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NORTHSTATE ANESTHESIOLOGY PARTNERS, INC RETIREMENT 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