Retirement plan

NORTHSTATE ANESTHESIOLOGY PARTNERS, INC RETIREMENT PLAN

Name: NORTHSTATE ANESTHESIOLOGY PARTNERS, INC. - NORTHSTATE ANESTHESIOLOGY PARTNERS, INC RETIREMENT PLAN (2022) 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 2022

P.O. BOX 7149 - CHICO, CA 95927530-898-8088LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$10.9M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$6.4M

-3.1% from 2021

Total participants

0.0% from 2021

Average account balance

$304,245

-7.7% from 2021

Annual return

-14.96%

-27.14 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$650

$33 / participant

Other / not subdivided$650100.0%

% of EOY assets

0.010%

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

$304,245

$167,353+81.8%

$143,797+111.6%

$134,545+126.1%

Participation rate

95.0%

84.8%+10.2pp

80.3%+14.7pp

81.2%+13.8pp

Annual return

-14.96%

0.48%-15.4pp

-0.04%-14.9pp

418.37%-433.3pp

Employer contribution / active EE

$16,509

$5,620+193.7%

$4,952+233.4%

$4,742+248.2%

Participant deferral / active EE

$22,709

$6,447+252.2%

$5,638+302.8%

$6,401+254.8%

Admin fee / account holder

$31

$18,096-99.8%

$14,679-99.8%

$11,431-99.7%

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