Retirement plan

EMPLOYEE PROFIT SHARING PLAN AND 401(K)PLAN OF COLORADO HEART & VASCULAR, P.C.

Name: COLORADO HEART AND VASCULAR, P.C. - EMPLOYEE PROFIT SHARING PLAN AND 401(K)PLAN OF COLORADO HEART & VASCULAR, P.C. (2025) Form 5500
Creator: COLORADO HEART AND VASCULAR, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE PROFIT SHARING PLAN AND 401(K)PLAN OF COLORADO HEART & VASCULAR, P.C., COLORADO HEART AND VASCULAR, P.C.

COLORADO HEART AND VASCULAR, P.C.EIN 27-3469583Plan #001PY 2025

780 SIMMS STREET, SUITE 200 - GOLDEN, CO 804014725303-595-2656chvpc.comLinkedIn11-50 employees

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$7.7M

+27.7% from 2024

Total participants

119

+20.2% from 2024

Average account balance

$64,463

+6.2% from 2024

Annual return

15.65%

-0.59 pp from 2024

Benchmarks

See 3,150 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort3,150 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.67M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

119

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.

160.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$862K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1605

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 codes2E2H2J3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$191K

$2581 / participant

Other / not subdivided$191K100.0%

% of EOY assets

2.489%

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

$64,463

$86,050-25.1%

$189,758-66.0%

$94,015-31.4%

Participation rate

100.0%

68.9%+31.1pp

79.8%+20.2pp

70.8%+29.2pp

Annual return

15.65%

17.77%-2.1pp

52.62%-37.0pp

17.84%-2.2pp

Employer contribution / active EE

$3,501

$2,819+24.2%

$4,767-26.5%

$2,790+25.5%

Participant deferral / active EE

$8,151

$3,349+143.4%

$5,856+39.2%

$4,249+91.8%

Admin fee / account holder

$1,605

$6,627-75.8%

$20,388-92.1%

$8,951-82.1%

EMPLOYEE PROFIT SHARING PLAN AND 401(K)PLAN OF COLORADO HEART & VASCULAR, P.C.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE PROFIT SHARING PLAN AND 401(K)PLAN OF COLORADO HEART & VASCULAR, P.C.

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