Retirement plan

ASSOCIATED PLASTIC SURGEONS, SC PROFIT SHARING AND

Name: ASSOCIATED PLASTIC SURGEONS, S.C. - ASSOCIATED PLASTIC SURGEONS, SC PROFIT SHARING AND (2015) Form 5500
Creator: ASSOCIATED PLASTIC SURGEONS, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATED PLASTIC SURGEONS, SC PROFIT SHARING AND, ASSOCIATED PLASTIC SURGEONS, S.C.

ASSOCIATED PLASTIC SURGEONS, S.C.EIN 36-2821079Plan #002PY 2015

880 W. CENTRAL ROAD, SUITE 3100 - ARLINGTON HEIGHTS, IL 60005847-398-1660bodysculptor.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

No prior year

Total participants

No prior year

Average account balance

$254,149

No prior year

Annual return

0.82%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.08M

Not enough data

1 years with asset history on file

Average account balance

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

$371K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$119K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36689

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 codes2E2G2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$185

$46 / participant

Other / not subdivided$185100.0%

% of EOY assets

0.010%

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

$254,149

$168,635+50.7%

$147,617+72.2%

$125,389+102.7%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

0.82%

77.65%-76.8pp

61.98%-61.2pp

282.24%-281.4pp

Employer contribution / active EE

$22,222

$6,252+255.4%

$5,564+299.4%

$4,866+356.7%

Participant deferral / active EE

$5,507-100.0%

$4,895-100.0%

$5,352-100.0%

Admin fee / account holder

$26

$13,580-99.8%

$11,612-99.8%

$9,541-99.7%

ASSOCIATED PLASTIC SURGEONS, SC PROFIT SHARING AND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATED PLASTIC SURGEONS, SC PROFIT SHARING AND

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