Retirement plan

SUBURBAN UROLOGIC ASSOCIATES, P.C. AMENDED AND RESTATED PROFIT SHARING PLAN

Name: SUBURBAN UROLOGIC ASSOCIATES, P.C. - SUBURBAN UROLOGIC ASSOCIATES, P.C. AMENDED AND RESTATED PROFIT SHARING PLAN (2023) Form 5500
Creator: SUBURBAN UROLOGIC ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUBURBAN UROLOGIC ASSOCIATES, P.C. AMENDED AND RESTATED PROFIT SHARING PLAN, SUBURBAN UROLOGIC ASSOCIATES, P.C.

SUBURBAN UROLOGIC ASSOCIATES, P.C.EIN 25-1219366Plan #001PY 2023

2790 MOSSIDE BLVD SUITE G110 - MONROEVILLE, PA 15146412-372-6330suburbanurologic.comLinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#004Retirement-$2.3M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$15.1M

+14.1% from 2022

Total participants

0.0% from 2022

Average account balance

$630,707

+14.1% from 2022

Annual return

14.94%

+27.90 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.68M

Not enough data

1 years with asset history on file

Average account balance

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

$528K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$311K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$208662

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 codes2J2E2H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$366K

$15234 / participant

Other / not subdivided$366K100.0%

% of EOY assets

2.415%

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

$630,707

$175,231+259.9%

$149,696+321.3%

$139,466+352.2%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

14.94%

166.77%-151.8pp

134.46%-119.5pp

373.66%-358.7pp

Employer contribution / active EE

$4,634

$5,478-15.4%

$4,821-3.9%

$4,754-2.5%

Participant deferral / active EE

$6,166

$6,521-5.5%

$5,682+8.5%

$6,712-8.1%

Admin fee / account holder

$15,234

$16,155-5.7%

$13,212+15.3%

$11,409+33.5%

SUBURBAN UROLOGIC ASSOCIATES, P.C. AMENDED AND RESTATED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUBURBAN UROLOGIC ASSOCIATES, P.C. AMENDED AND RESTATED PROFIT SHARING 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