Retirement plan

ASSOCIATION OF PATHOLOGY CHAIRS, INC. RETIREMENT PLAN

Name: ASSOCIATION OF PATHOLOGY CHAIRS, INC. - ASSOCIATION OF PATHOLOGY CHAIRS, INC. RETIREMENT PLAN (2023) Form 5500
Creator: ASSOCIATION OF PATHOLOGY CHAIRS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATION OF PATHOLOGY CHAIRS, INC. RETIREMENT PLAN, ASSOCIATION OF PATHOLOGY CHAIRS, INC.

ASSOCIATION OF PATHOLOGY CHAIRS, INC.EIN 23-7006166Plan #001PY 2023

100 WEST 10TH STREET, SUITE 603 - WILMINGTON, DE 19801302-660-4940

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$333K

+29.0% from 2022

Total participants

0.0% from 2022

Average account balance

$66,600

+29.0% from 2022

Annual return

15.63%

+32.20 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$416K

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

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

+15.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1061

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 codes2E2F2J2T3D

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).
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

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

$66,600

$148,623-55.2%

$135,974-51.0%

$139,466-52.2%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

15.63%

79.30%-63.7pp

68.30%-52.7pp

373.66%-358.0pp

Employer contribution / active EE

$4,305

$5,246-18.0%

$4,859-11.4%

$4,754-9.5%

Participant deferral / active EE

$4,305

$8,103-46.9%

$7,760-44.5%

$6,712-35.9%

Admin fee / account holder

$12,406-100.0%

$10,767-100.0%

$11,409-100.0%

ASSOCIATION OF PATHOLOGY CHAIRS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ASSOCIATION OF PATHOLOGY CHAIRS, 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