Retirement plan

JOHNSON COUNTY ANESTHESIOLOGISTS, CHARTERED EMPLOYEES' PROFIT SHARING 401(K) PLAN

Name: JOHNSON COUNTY ANESTHESIOLOGISTS, CHARTERED - JOHNSON COUNTY ANESTHESIOLOGISTS, CHARTERED EMPLOYEES' PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: JOHNSON COUNTY ANESTHESIOLOGISTS, CHARTERED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHNSON COUNTY ANESTHESIOLOGISTS, CHARTERED EMPLOYEES' PROFIT SHARING 401(K) PLAN, JOHNSON COUNTY ANESTHESIOLOGISTS, CHARTERED

JOHNSON COUNTY ANESTHESIOLOGISTS, CHARTEREDEIN 48-1038726Plan #001PY 2017

20375 W 151ST ST, SUITE 306 - OLATHE, KS 66061913-782-2292LinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$19.5M

-0.1% from 2016

Total participants

0.0% from 2016

Average account balance

$526,980

-0.1% from 2016

Annual return

13.48%

+5.31 pp from 2016

Benchmarks

See 17,855 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,855 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 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

Not enough data

0 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

+2.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

$4.2M

$127270 / participant

Other / not subdivided$4M100.0%

% of EOY assets

21.540%

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

$526,980

$84,233+525.6%

$170,436+209.2%

$70,131+651.4%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

13.48%

23.06%-9.6pp

205.94%-192.5pp

73.14%-59.7pp

Employer contribution / active EE

$38,400

$3,387+1033.8%

$5,433+606.8%

$2,342+1539.3%

Participant deferral / active EE

$4,280

$3,086+38.7%

$4,939-13.4%

$3,332+28.5%

Admin fee / account holder

$113,511

$5,698+1892.1%

$13,880+717.8%

$4,645+2343.5%

JOHNSON COUNTY ANESTHESIOLOGISTS, CHARTERED EMPLOYEES' PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNSON COUNTY ANESTHESIOLOGISTS, CHARTERED EMPLOYEES' PROFIT SHARING 401(K) 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