Retirement plan

ANESTHESIA SERVICES OF FOX VALLEY SC 401(K) PROFIT SHARING PLAN

Name: ANESTHESIA SERVICES OF FOX VALLEY SC - ANESTHESIA SERVICES OF FOX VALLEY SC 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: ANESTHESIA SERVICES OF FOX VALLEY SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA SERVICES OF FOX VALLEY SC 401(K) PROFIT SHARING PLAN, ANESTHESIA SERVICES OF FOX VALLEY SC

ANESTHESIA SERVICES OF FOX VALLEY SCEIN 39-2003716Plan #001PY 2023

500 S OAKWOOD ROAD - OSHKOSH, WI 54904920-223-1941asfv.netLinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.2M

+24.6% from 2022

Total participants

+5.3% from 2022

Average account balance

$409,451

+18.3% from 2022

Annual return

16.26%

+32.73 pp from 2022

Benchmarks

See 108,045 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,045 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.53M

Not enough data

1 years with asset history on file

Average account balance

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

$449K

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.

271.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$473K

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

+12.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$62287

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$209K

$16080 / participant

Other / not subdivided$209K100.0%

% of EOY assets

2.553%

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

$409,451

$175,257+133.6%

$149,717+173.5%

$139,456+193.6%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

16.26%

166.70%-150.4pp

134.41%-118.2pp

373.45%-357.2pp

Employer contribution / active EE

$34,311

$5,477+526.5%

$4,820+611.9%

$4,753+621.9%

Participant deferral / active EE

$22,012

$6,521+237.6%

$5,682+287.4%

$6,711+228.0%

Admin fee / account holder

$10,452

$16,156-35.3%

$13,213-20.9%

$11,407-8.4%

ANESTHESIA SERVICES OF FOX VALLEY SC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIA SERVICES OF FOX VALLEY SC 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