Retirement plan

VASCULAR SURGICAL ASSOCIATES,P.C. PROFIT SHARING PLAN

Name: VASCULAR SURGICAL ASSOCIATES, P.C. - VASCULAR SURGICAL ASSOCIATES,P.C. PROFIT SHARING PLAN (2020) 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 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.7M

-13.9% from 2019

Total participants

-2.7% from 2019

Average account balance

$104,841

-12.7% from 2019

Annual return

25.01%

+19.08 pp from 2019

Benchmarks

See 18,633 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,633 peers

Snapshot2020

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$4.0M

$55276 / participant

Other / not subdivided$4M100.0%

% of EOY assets

52.723%

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

$104,841

$91,179+15.0%

$178,499-41.3%

$79,852+31.3%

Participation rate

100.0%

69.2%+30.8pp

81.9%+18.1pp

69.6%+30.4pp

Annual return

25.01%

24.19%+0.8pp

151.10%-126.1pp

31.72%-6.7pp

Employer contribution / active EE

$2,577

$3,256-20.9%

$5,011-48.6%

$2,471+4.3%

Participant deferral / active EE

$5,293

$3,236+63.6%

$5,202+1.8%

$3,740+41.5%

Admin fee / account holder

$55,276

$6,749+719.1%

$13,986+295.2%

$5,306+941.7%

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