Retirement plan

VASCULAR SURGICAL ASSOCIATES,P.C. PROFIT SHARING PLAN

Name: VASCULAR SURGICAL ASSOCIATES, P.C. - VASCULAR SURGICAL ASSOCIATES,P.C. PROFIT SHARING PLAN (2018) 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 2018

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

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$9M

-18.7% from 2017

Total participants

-40.7% from 2017

Average account balance

$127,902

+37.0% from 2017

Annual return

5.79%

+1.19 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3.4M

$49167 / participant

Other / not subdivided$3M100.0%

% of EOY assets

38.441%

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

$127,902

$75,962+68.4%

$154,111-17.0%

$64,173+99.3%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

5.79%

30.32%-24.5pp

735.18%-729.4pp

7.63%-1.8pp

Employer contribution / active EE

$3,835

$3,350+14.5%

$5,298-27.6%

$2,381+61.1%

Participant deferral / active EE

$6,747

$3,175+112.5%

$5,081+32.8%

$3,470+94.5%

Admin fee / account holder

$49,167

$5,589+779.7%

$13,411+266.6%

$4,887+906.0%

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