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 (2020) 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 2020

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

Other plans on this EIN

3 filings

#001Retirement-$4.2M assets #002Retirement-$3.6M assets #005Retirement-$1.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4M

+19.5% from 2019

Total participants

+9.1% from 2019

Average account balance

$167,968

+4.5% from 2019

Annual return

13.52%

-7.83 pp from 2019

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

$83K

$4165 / participant

Other / not subdivided$83K100.0%

% of EOY assets

2.067%

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

$167,968

$209,425-19.8%

$178,499-5.9%

$158,966+5.7%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

13.52%

188.80%-175.3pp

151.10%-137.6pp

302.95%-289.4pp

Employer contribution / active EE

$7,891

$5,707+38.3%

$5,011+57.5%

$4,762+65.7%

Participant deferral / active EE

$4,422

$5,955-25.7%

$5,202-15.0%

$5,983-26.1%

Admin fee / account holder

$3,471

$17,078-79.7%

$13,986-75.2%

$11,250-69.1%

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