Retirement plan

SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN

Name: SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC. - SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN (2017) Form 5500
Creator: SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN, SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC.

SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC.EIN 25-1365847Plan #004PY 2017

3515 WASHINGTON ROAD SUITE 570 - CANONSBURG, PA 15317724-941-0360swgastro.netLinkedIn11-50 employeesmedical practice

Other plans on this EIN

2 filings

#001Retirement-$3.8M assets #002Retirement-$2.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+2.7% from 2016

Total participants

0.0% from 2016

Average account balance

$153,984

-9.3% from 2016

Annual return

12.45%

-35.17 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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

$537K

$29839 / participant

Other / not subdivided$537K100.0%

% of EOY assets

20.518%

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

$153,984

$198,457-22.4%

$170,435-9.7%

$147,586+4.3%

Participation rate

94.4%

88.0%+6.5pp

83.6%+10.8pp

82.8%+11.6pp

Annual return

12.45%

257.30%-244.9pp

205.94%-193.5pp

578.59%-566.1pp

Employer contribution / active EE

$13,743

$6,183+122.3%

$5,432+153.0%

$4,876+181.8%

Participant deferral / active EE

$2,347

$5,629-58.3%

$4,939-52.5%

$5,439-56.9%

Admin fee / account holder

$31,594

$16,852+87.5%

$13,881+127.6%

$10,886+190.2%

SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC. 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