Retirement plan

NORTHSTATE ANESTHESIOLOGY PARTNERS, INC RETIREMENT PLAN

Name: NORTHSTATE ANESTHESIOLOGY PARTNERS, INC. - NORTHSTATE ANESTHESIOLOGY PARTNERS, INC RETIREMENT PLAN (2018) 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 2018

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

Other plans on this EIN

1 filing

#001Retirement-$4.9M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

+22.3% from 2017

Total participants

+5.0% from 2017

Average account balance

$157,299

+22.3% from 2017

Annual return

-5.72%

-42.06 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$150

$7 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.005%

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

$157,299

$180,459-12.8%

$154,108+2.1%

$135,380+16.2%

Participation rate

85.7%

87.4%-1.7pp

83.0%+2.7pp

82.6%+3.1pp

Annual return

-5.72%

888.21%-893.9pp

735.21%-740.9pp

519.81%-525.5pp

Employer contribution / active EE

$13,357

$6,035+121.3%

$5,298+152.1%

$4,779+179.5%

Participant deferral / active EE

$17,548

$5,806+202.2%

$5,081+245.4%

$5,609+212.8%

Admin fee / account holder

$16,145-99.9%

$13,411-99.9%

$10,828-99.9%

NORTHSTATE ANESTHESIOLOGY PARTNERS, INC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHSTATE ANESTHESIOLOGY PARTNERS, INC RETIREMENT 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