Retirement plan

ANESTHESIA ASSOCIATES OF WISCONSIN RAPIDS, SC 401(K) PROFIT SHARING PLAN

Name: ANESTHESIA ASSOCIATES OF WISCONSIN RAPIDS, SC - ANESTHESIA ASSOCIATES OF WISCONSIN RAPIDS, SC 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: ANESTHESIA ASSOCIATES OF WISCONSIN RAPIDS, SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA ASSOCIATES OF WISCONSIN RAPIDS, SC 401(K) PROFIT SHARING PLAN, ANESTHESIA ASSOCIATES OF WISCONSIN RAPIDS, SC

ANESTHESIA ASSOCIATES OF WISCONSIN RAPIDS, SCEIN 39-1530954Plan #002PY 2021

225 S EXECUTIVE DRIVE - BROOKFIELD, WI 53005262-787-4050

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.1M

+23.8% from 2020

Total participants

0.0% from 2020

Average account balance

$393,560

+23.8% from 2020

Annual return

14.27%

+7.87 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.39M

Not enough data

1 years with asset history on file

Average account balance

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

$598K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$357614

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 codes2E2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$393,560

$217,432+81.0%

$185,849+111.8%

$167,536+134.9%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

14.27%

148.42%-134.1pp

122.10%-107.8pp

478.82%-464.5pp

Employer contribution / active EE

$30,371

$5,875+417.0%

$5,169+487.6%

$4,839+527.6%

Participant deferral / active EE

$18,000

$6,357+183.1%

$5,569+223.2%

$6,342+183.8%

Admin fee / account holder

$19,818-100.0%

$16,244-100.0%

$12,315-100.0%

ANESTHESIA ASSOCIATES OF WISCONSIN RAPIDS, SC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANESTHESIA ASSOCIATES OF WISCONSIN RAPIDS, SC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion