Retirement plan

CHICAGO GASTROENTEROLOGY, LLC 401(K) PLAN

Name: CHICAGO GASTROENTEROLOGY, LLC - CHICAGO GASTROENTEROLOGY, LLC 401(K) PLAN (2020) Form 5500
Creator: CHICAGO GASTROENTEROLOGY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHICAGO GASTROENTEROLOGY, LLC 401(K) PLAN, CHICAGO GASTROENTEROLOGY, LLC

CHICAGO GASTROENTEROLOGY, LLCEIN 45-5498993Plan #001PY 2020

2222 W. DIVISION STREET, SUITE 235 - CHICAGO, IL 60622773-342-6800chicagogi.comLinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1M

+40.5% from 2019

Total participants

0.0% from 2019

Average account balance

$143,938

+40.5% from 2019

Annual return

17.51%

-5.88 pp from 2019

Benchmarks

See 102,105 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,105 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.63M

Not enough data

1 years with asset history on file

Average account balance

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

$204K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+11.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2326

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 codes2E2J3D

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.
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.

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

$143,938

$209,428-31.3%

$178,498-19.4%

$158,950-9.4%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

17.51%

188.78%-171.3pp

151.09%-133.6pp

302.91%-285.4pp

Employer contribution / active EE

$16,288

$5,707+185.4%

$5,011+225.0%

$4,762+242.1%

Participant deferral / active EE

$11,205

$5,955+88.2%

$5,202+115.4%

$5,983+87.3%

Admin fee / account holder

$17,077-100.0%

$13,985-100.0%

$11,248-100.0%

CHICAGO GASTROENTEROLOGY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHICAGO GASTROENTEROLOGY, LLC 401(K) 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