Retirement plan

ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN

Name: ANESTHESIOLOGISTS ASSOCIATED, PC - ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN (2018) Form 5500
Creator: ANESTHESIOLOGISTS ASSOCIATED, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN, ANESTHESIOLOGISTS ASSOCIATED, PC

ANESTHESIOLOGISTS ASSOCIATED, PCEIN 63-0577011Plan #003PY 2018

3104 BLUE LAKE DRIVE, SUITE 110 - BIRMINGHAM, AL 352431642205-977-1949

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$44.5M

+14.9% from 2017

Total participants

334

+63.7% from 2017

Average account balance

$150,361

-35.6% from 2017

Annual return

3.51%

-12.93 pp from 2017

Benchmarks

See 3,850 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,850 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$95.46M

Not enough data

1 years with asset history on file

Average account balance

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

$186K

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.

513

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.

87.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.14M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+14.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$268

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

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 codes2E2G2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$760

$2 / participant

Investment mgmt$760100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BLACK & PINCKARD LLC
Auditor EIN: 260079381
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$150,361

$37,196+304.2%

$154,111-2.4%

$55,725+169.8%

Participation rate

87.6%

64.1%+23.5pp

83.0%+4.6pp

70.9%+16.8pp

Annual return

3.51%

1319.68%-1316.2pp

735.18%-731.7pp

244.93%-241.4pp

Employer contribution / active EE

$9,369

$1,614+480.4%

$5,298+76.8%

$2,078+350.8%

Participant deferral / active EE

$7,700

$2,068+272.3%

$5,081+51.5%

$3,356+129.5%

Admin fee / account holder

$102-97.5%

$13,411-100.0%

$115-97.8%

ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT 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