Retirement plan

ASSOCIATED PATHOLOGISTS II, PC PROFIT SHARING PLAN

Name: ASSOCIATED PATHOLOGISTS II, PC - ASSOCIATED PATHOLOGISTS II, PC PROFIT SHARING PLAN (2024) Form 5500
Creator: ASSOCIATED PATHOLOGISTS II, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATED PATHOLOGISTS II, PC PROFIT SHARING PLAN, ASSOCIATED PATHOLOGISTS II, PC

ASSOCIATED PATHOLOGISTS II, PCEIN 27-0563329Plan #002PY 2024

5301 VIRGINIA WAY, SUITE 300 - BRENTWOOD, TN 37027615-221-4455LinkedIn51-200 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$63.4M

+14.0% from 2023

Total participants

136

+3.8% from 2023

Average account balance

$476,492

+8.8% from 2023

Annual return

13.05%

-5.45 pp from 2023

Benchmarks

See 21,691 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,691 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$63.37M

Not enough data

1 years with asset history on file

Average account balance

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

$476K

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.

133

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.

96.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.54M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+13.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930	Recordkeeping	$2,008

Plan features & details

Pension benefit codes2A2E2F2J3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$21 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CROWE, LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$476,492

$81,358+485.7%

$155,556+206.3%

$80,959+488.6%

Participation rate

96.8%

66.3%+30.6pp

78.2%+18.6pp

67.7%+29.2pp

Annual return

13.05%

33.39%-20.3pp

64.84%-51.8pp

35.67%-22.6pp

Employer contribution / active EE

$7,535

$3,106+142.6%

$4,675+61.2%

$2,757+173.3%

Participant deferral / active EE

$19,225

$3,455+456.4%

$5,631+241.4%

$4,300+347.0%

Admin fee / account holder

$15

$7,994-99.8%

$15,885-99.9%

$6,925-99.8%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1 year

Service code 15 · EIN 23-1945930

Recordkeeping

$2,008

ASSOCIATED PATHOLOGISTS II, PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATED PATHOLOGISTS II, PC 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