Retirement plan

PEDIATRIC SURGICAL ASSOCIATES PROFIT SHARING & 401(K) PLAN

Name: PEDIATRIC SURGICAL ASSOCIATES, P.A. - PEDIATRIC SURGICAL ASSOCIATES PROFIT SHARING & 401(K) PLAN (2018) Form 5500
Creator: PEDIATRIC SURGICAL ASSOCIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEDIATRIC SURGICAL ASSOCIATES PROFIT SHARING & 401(K) PLAN, PEDIATRIC SURGICAL ASSOCIATES, P.A.

PEDIATRIC SURGICAL ASSOCIATES, P.A.EIN 22-2615577Plan #002PY 2018

30 WEST CENTURY ROAD, SUITE 235 - PARAMUS, NJ 07652201-225-9440gandhimd.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#005Retirement-$154K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$570K

-83.1% from 2017

Total participants

0.0% from 2017

Average account balance

$94,948

-83.1% from 2017

Annual return

2.78%

-13.09 pp from 2017

Benchmarks

See 105,570 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,570 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$553K

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+14.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1705

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

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

$3.1M

$514365 / participant

Other / not subdivided$3M100.0%

% of EOY assets

541.734%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$94,948

$180,449-47.4%

$154,107-38.4%

$135,375-29.9%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

2.78%

888.09%-885.3pp

735.12%-732.3pp

519.73%-517.0pp

Employer contribution / active EE

$14,148

$6,035+134.4%

$5,298+167.1%

$4,779+196.0%

Participant deferral / active EE

$16,588

$5,806+185.7%

$5,081+226.5%

$5,609+195.7%

Admin fee / account holder

$514,365

$16,143+3086.4%

$13,411+3735.4%

$10,827+4650.7%

PEDIATRIC SURGICAL ASSOCIATES PROFIT SHARING & 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEDIATRIC SURGICAL ASSOCIATES 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