Retirement plan

ANESTHESIA MANAGEMENT SERVICES, P.C. PROFIT SHARING PLAN

Name: ANESTHESIA MANAGEMENT SERVICES, P. C. - ANESTHESIA MANAGEMENT SERVICES, P.C. PROFIT SHARING PLAN (2015) Form 5500
Creator: ANESTHESIA MANAGEMENT SERVICES, P. C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA MANAGEMENT SERVICES, P.C. PROFIT SHARING PLAN, ANESTHESIA MANAGEMENT SERVICES, P. C.

ANESTHESIA MANAGEMENT SERVICES, P. C.EIN 38-1880662Plan #002PY 2015

1000 W UNIVERSITY, SUITE 100 - ROCHESTER, MI 48307248-402-0266amspcmi.comLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh assets / participantFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$33.9M

No prior year

Total participants

113

No prior year

Average account balance

$323,091

No prior year

Annual return

0.38%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.91M

Not enough data

1 years with asset history on file

Average account balance

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

$151K

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.

238

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.58M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+14.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$178

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Service code 12 · EIN 13-3689044	Recordkeeping and information managem...	$184,989
CAMILLE LUISI1+ years Filed as: CAMILLE F FULEIHAN Service code 16 3 SANDRICK ROAD · BELMONT, MA 02478	Consulting	$88,136
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2F2G2J2R2T3D

Plan features

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.

Opportunity flags

3 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$7K

$101 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.022%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SHINDELROCK
Auditor EIN: 382954293
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$323,091

$75,832+326.1%

$147,617+118.9%

$59,633+441.8%

Participation rate

89.0%

71.6%+17.5pp

84.6%+4.4pp

68.7%+20.4pp

Annual return

0.38%

0.37%0pp

61.98%-61.6pp

2041.45%-2041.1pp

Employer contribution / active EE

$26,252

$3,485+653.3%

$5,564+371.8%

$2,203+1091.9%

Participant deferral / active EE

$5,809

$3,131+85.6%

$4,895+18.7%

$3,192+82.0%

Admin fee / account holder

$70

$5,986-98.8%

$11,612-99.4%

$4,297-98.4%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Service code 12 · EIN 13-3689044

Recordkeeping and information managem...

$184,989

CAMILLE LUISI1+ years

Filed as: CAMILLE F FULEIHAN

Service code 16

3 SANDRICK ROAD · BELMONT, MA 02478

Consulting

$88,136

NATIONAL FINANCIAL SERVICES1+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

ANESTHESIA MANAGEMENT SERVICES, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIA MANAGEMENT SERVICES, P.C. 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