Retirement plan

VASCULAR SURGICAL ASSOCIATES,P.C. PROFIT SHARING PLAN

Name: VASCULAR SURGICAL ASSOCIATES, P.C. - VASCULAR SURGICAL ASSOCIATES,P.C. PROFIT SHARING PLAN (2016) Form 5500
Creator: VASCULAR SURGICAL ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VASCULAR SURGICAL ASSOCIATES,P.C. PROFIT SHARING PLAN, VASCULAR SURGICAL ASSOCIATES, P.C.

VASCULAR SURGICAL ASSOCIATES, P.C.dba VASCULAR SURGICAL ASSOCIATES, P.C.EIN 58-1734046Plan #001PY 2016

61 WHITCHER STREET, SUITE 2100 - MARIETTA, GA 30060770-423-0595vascularsurgicalatlanta.comLinkedIn1-10 employeeshospital & health care

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$10.5M

No prior year

Total participants

117

No prior year

Average account balance

$90,169

No prior year

Annual return

23.22%

No prior year

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.67M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

201

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.

127.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.25M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+20.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2533

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 codes2E2F2J

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).
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$366K

$3127 / participant

Other / not subdivided$366K100.0%

% of EOY assets

3.468%

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

$90,169

$46,732+92.9%

$156,551-42.4%

$55,167+63.4%

Participation rate

100.0%

65.8%+34.2pp

84.0%+16.0pp

69.0%+31.0pp

Annual return

23.22%

17.72%+5.5pp

32.23%-9.0pp

169.23%-146.0pp

Employer contribution / active EE

$1,659

$2,105-21.2%

$5,501-69.8%

$1,963-15.5%

Participant deferral / active EE

$3,379

$2,204+53.3%

$4,871-30.6%

$3,054+10.6%

Admin fee / account holder

$3,127

$418+647.4%

$13,028-76.0%

$504+520.6%

VASCULAR SURGICAL ASSOCIATES,P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VASCULAR SURGICAL ASSOCIATES,P.C. 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