Retirement plan

HAWAII GASTROENTEROLOGY SPECIALISTS, LLP 401(K) PROFIT SHARING PLAN

Name: HAWAII GASTROENTEROLOGY SPECIALISTS, LLP - HAWAII GASTROENTEROLOGY SPECIALISTS, LLP 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: HAWAII GASTROENTEROLOGY SPECIALISTS, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAWAII GASTROENTEROLOGY SPECIALISTS, LLP 401(K) PROFIT SHARING PLAN, HAWAII GASTROENTEROLOGY SPECIALISTS, LLP

HAWAII GASTROENTEROLOGY SPECIALISTS, LLPEIN 32-0383224Plan #001PY 2018

98-211 PALI MOMI ST., SUITE 312 - AIEA, HI 96701808-486-0449LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$1.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.7M

-0.5% from 2017

Total participants

0.0% from 2017

Average account balance

$137,260

-0.5% from 2017

Annual return

-6.77%

-24.64 pp from 2017

Benchmarks

See 105,570 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,570 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.46M

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$274K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

-0.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$83287

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J3B3H

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$239 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.139%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$137,260

$180,449-23.9%

$154,107-10.9%

$135,375+1.4%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-6.77%

888.09%-894.9pp

735.12%-741.9pp

519.73%-526.5pp

Employer contribution / active EE

$5,044

$6,035-16.4%

$5,298-4.8%

$4,779+5.6%

Participant deferral / active EE

$5,713

$5,806-1.6%

$5,081+12.5%

$5,609+1.9%

Admin fee / account holder

$191

$16,143-98.8%

$13,411-98.6%

$10,827-98.2%

HAWAII GASTROENTEROLOGY SPECIALISTS, LLP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAWAII GASTROENTEROLOGY SPECIALISTS, LLP 401(K) 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