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 (2020) 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 2020

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

Other plans on this EIN

1 filing

#002Retirement-$2.5M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$4.5M

+28.6% from 2019

Total participants

+10.0% from 2019

Average account balance

$202,861

+17.0% from 2019

Annual return

24.36%

+3.24 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

$4.92M

Not enough data

1 years with asset history on file

Average account balance

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

$197K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$164K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22063

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 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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$6K

$513 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.126%

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

$202,861

$209,425-3.1%

$178,499+13.6%

$158,966+27.6%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

24.36%

188.80%-164.4pp

151.10%-126.7pp

302.95%-278.6pp

Employer contribution / active EE

$2,605

$5,707-54.3%

$5,011-48.0%

$4,762-45.3%

Participant deferral / active EE

$10,920

$5,955+83.4%

$5,202+109.9%

$5,983+82.5%

Admin fee / account holder

$257

$17,078-98.5%

$13,986-98.2%

$11,250-97.7%

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