Retirement plan

PREMIER GASTROENTEROLOGY, PA PROFIT SHARING PLAN

Name: PREMIER GASTROENTEROLOGY, PA - PREMIER GASTROENTEROLOGY, PA PROFIT SHARING PLAN (2018) Form 5500
Creator: PREMIER GASTROENTEROLOGY, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PREMIER GASTROENTEROLOGY, PA PROFIT SHARING PLAN, PREMIER GASTROENTEROLOGY, PA

PREMIER GASTROENTEROLOGY, PAEIN 59-3753564Plan #002PY 2018

14540 CORTEZ BLVD., SUITE 120 - BROOKSVILLE, FL 34613352-597-4000premgastro.comLinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$498K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$193K

+31.7% from 2017

Total participants

+20.0% from 2017

Average account balance

$16,049

+9.7% from 2017

Annual return

-7.66%

-24.61 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$734K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+9.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$498

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$263 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.091%

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

$16,049

$180,459-91.1%

$154,108-89.6%

$135,380-88.1%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-7.66%

888.21%-895.9pp

735.21%-742.9pp

519.81%-527.5pp

Employer contribution / active EE

$4,030

$6,035-33.2%

$5,298-23.9%

$4,779-15.7%

Participant deferral / active EE

$3,163

$5,806-45.5%

$5,081-37.7%

$5,609-43.6%

Admin fee / account holder

$175

$16,145-98.9%

$13,411-98.7%

$10,828-98.4%

PREMIER GASTROENTEROLOGY, PA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PREMIER GASTROENTEROLOGY, PA 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