Retirement plan

JANDALI SURGICAL ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN

Name: JANDALI SURGICAL ASSOCIATES, S.C. - JANDALI SURGICAL ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: JANDALI SURGICAL ASSOCIATES, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JANDALI SURGICAL ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN, JANDALI SURGICAL ASSOCIATES, S.C.

JANDALI SURGICAL ASSOCIATES, S.C.EIN 39-1762310Plan #002PY 2015

6308 8TH AVENUE STE 3050 - KENOSHA, WI 53143262-654-7002jandalisurgical.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#004Retirement-$3.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

No prior year

Total participants

No prior year

Average account balance

$201,180

No prior year

Annual return

2.21%

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

$4.29M

Not enough data

1 years with asset history on file

Average account balance

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

$330K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$216K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+9.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1551

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 codes2E2J2G3D

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.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$500

$63 / participant

Other / not subdivided$500100.0%

% of EOY assets

0.028%

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

$201,180

$168,635+19.3%

$147,617+36.3%

$125,389+60.4%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

2.21%

77.65%-75.4pp

61.98%-59.8pp

282.24%-280.0pp

Employer contribution / active EE

$7,655

$6,252+22.4%

$5,564+37.6%

$4,866+57.3%

Participant deferral / active EE

$9,522

$5,507+72.9%

$4,895+94.5%

$5,352+77.9%

Admin fee / account holder

$56

$13,580-99.6%

$11,612-99.5%

$9,541-99.4%

JANDALI SURGICAL ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JANDALI SURGICAL ASSOCIATES, S.C. 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