Retirement plan

CONSULTANT ANESTHESIOLOGISTS, INC. PROFIT SHARING PLAN (WITH 401(K))

Name: CONSULTANT ANESTHESIOLOGISTS, INC. - CONSULTANT ANESTHESIOLOGISTS, INC. PROFIT SHARING PLAN (WITH 401(K)) (2024) Form 5500
Creator: CONSULTANT ANESTHESIOLOGISTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONSULTANT ANESTHESIOLOGISTS, INC. PROFIT SHARING PLAN (WITH 401(K)), CONSULTANT ANESTHESIOLOGISTS, INC.

CONSULTANT ANESTHESIOLOGISTS, INC.EIN 31-1422977Plan #001PY 2024

700 TAYLOR RD, SUITE 200 - GAHANNA, OH 43230614-407-3139LinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$54.4M

+13.5% from 2023

Total participants

+6.0% from 2023

Average account balance

$647,424

+12.1% from 2023

Annual return

16.16%

-2.90 pp from 2023

Benchmarks

See 21,729 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,729 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$54.38M

Not enough data

1 years with asset history on file

Average account balance

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

$647K

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.

123.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.36M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$49K

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

+16.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$55901

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 codes2E2F2G2J2R2T3D3H

Plan features

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

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

$4.7M

$69055 / participant

Other / not subdivided$5M100.0%

% of EOY assets

8.634%

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

$647,424

$81,276+696.6%

$155,574+316.2%

$80,925+700.0%

Participation rate

94.1%

66.2%+27.9pp

78.2%+15.9pp

67.7%+26.5pp

Annual return

16.16%

33.36%-17.2pp

64.87%-48.7pp

35.65%-19.5pp

Employer contribution / active EE

$30,024

$3,103+867.6%

$4,676+542.1%

$2,756+989.3%

Participant deferral / active EE

$19,459

$3,453+463.6%

$5,629+245.7%

$4,299+352.7%

Admin fee / account holder

$55,901

$7,993+599.3%

$15,914+251.3%

$6,940+705.5%

CONSULTANT ANESTHESIOLOGISTS, INC. PROFIT SHARING PLAN (WITH 401(K))

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONSULTANT ANESTHESIOLOGISTS, INC. PROFIT SHARING PLAN (WITH 401(K))

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