Retirement plan

COMMUNITY ANESTHESIA ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

Name: COMMUNITY ANESTHESIA ASSOCIATES, PC - COMMUNITY ANESTHESIA ASSOCIATES, PC 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: COMMUNITY ANESTHESIA ASSOCIATES, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY ANESTHESIA ASSOCIATES, PC 401(K) PROFIT SHARING PLAN, COMMUNITY ANESTHESIA ASSOCIATES, PC

COMMUNITY ANESTHESIA ASSOCIATES, PCEIN 35-2115070Plan #001PY 2023

450 E 96TH STREET, SUITE 200 - INDIANAPOLIS, IN 462403797317-567-2180

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$93.8M

+9.1% from 2022

Total participants

+11.5% from 2022

Average account balance

$1,143,687

+3.8% from 2022

Annual return

7.39%

+12.83 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$114.73M

Not enough data

1 years with asset history on file

Average account balance

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

$1.4M

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.

135.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.19M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$68K

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

+27.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$108857

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 codes2E2F2G2J2R3D

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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.4M

$30387 / participant

Other / not subdivided$2M100.0%

% of EOY assets

2.527%

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

$1,143,687

$77,908+1368.0%

$149,696+664.0%

$75,173+1421.4%

Participation rate

93.6%

65.6%+28.0pp

78.8%+14.8pp

67.2%+26.4pp

Annual return

7.39%

31.73%-24.3pp

134.46%-127.1pp

160.72%-153.3pp

Employer contribution / active EE

$30,076

$3,138+858.5%

$4,821+523.9%

$2,671+1026.0%

Participant deferral / active EE

$17,426

$3,411+410.9%

$5,682+206.7%

$4,126+322.3%

Admin fee / account holder

$28,905

$5,950+385.8%

$13,212+118.8%

$5,651+411.5%

COMMUNITY ANESTHESIA ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY ANESTHESIA ASSOCIATES, PC 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