Retirement plan

ANESTHESIA ASSOCIATES OF GAINESVILLE, LLC 401(K) PROFIT SHARING PLAN

Name: ANESTHESIA ASSOCIATES OF GAINESVILLE, LLC - ANESTHESIA ASSOCIATES OF GAINESVILLE, LLC 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: ANESTHESIA ASSOCIATES OF GAINESVILLE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA ASSOCIATES OF GAINESVILLE, LLC 401(K) PROFIT SHARING PLAN, ANESTHESIA ASSOCIATES OF GAINESVILLE, LLC

ANESTHESIA ASSOCIATES OF GAINESVILLE, LLCEIN 58-2144960Plan #003PY 2022

1488 JESSE JEWELL PARKWAY SUITE 201 - GAINESVILLE, GA 30501770-532-7179LinkedIn11-50 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$36.9M

-20.8% from 2021

Total participants

140

+9.4% from 2021

Average account balance

$275,429

-24.3% from 2021

Annual return

-16.59%

-31.26 pp from 2021

Benchmarks

See 5,350 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,350 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$50.78M

Not enough data

1 years with asset history on file

Average account balance

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

$336K

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.

151

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.

98.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+15.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$160

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004	Other Commissions	$39,478
SBHU LIFE AGENCY INC2 years Service code 55 700 RED BROOK BLVD STE 300 · OWINGS MILLS, MD 21117	Other Commissions	$21,158
MORNINGSTAR3 years Service code 27 · EIN 36-3297908	Advisory (Plan)	$5,130

Plan features & details

Pension benefit codes2E2H2J2K3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$15 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FRSCPA
Auditor EIN: 592482214
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$275,429

$65,083+323.2%

$143,788+91.6%

$66,930+311.5%

Participation rate

94.5%

65.2%+29.3pp

80.3%+14.2pp

69.8%+24.7pp

Annual return

-16.59%

-11.13%-5.5pp

-0.03%-16.6pp

1.57%-18.2pp

Employer contribution / active EE

$13,249

$2,361+461.1%

$4,952+167.6%

$2,545+420.6%

Participant deferral / active EE

$12,659

$2,920+333.5%

$5,638+124.5%

$4,238+198.7%

Admin fee / account holder

$12

$502-97.6%

$14,675-99.9%

$593-98.0%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY2 years

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 55

1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004

Other Commissions

$39,478

SBHU LIFE AGENCY INC2 years

Service code 55

700 RED BROOK BLVD STE 300 · OWINGS MILLS, MD 21117

Other Commissions

$21,158

MORNINGSTAR3 years

Service code 27 · EIN 36-3297908

Advisory (Plan)

$5,130

ANESTHESIA ASSOCIATES OF GAINESVILLE, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIA ASSOCIATES OF GAINESVILLE, LLC 401(K) 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