Retirement plan

PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN

Name: PULMONARY ASSOCIATES OF THE SOUTHEAST, P.C. - PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: PULMONARY ASSOCIATES OF THE SOUTHEAST, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN, PULMONARY ASSOCIATES OF THE SOUTHEAST, P.C.

PULMONARY ASSOCIATES OF THE SOUTHEAST, P.C.EIN 63-0854645Plan #001PY 2016

3686 GRANDVIEW PARKWAY SUITE 500 - BIRMINGHAM, AL 352433509205-802-2000pulmonarydocs.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.1M

No prior year

Total participants

No prior year

Average account balance

$125,223

No prior year

Annual return

12.63%

No prior year

Benchmarks

See 109,104 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,104 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.40M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$147K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6990

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

See the 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2H2J

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.

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

$352K

$18544 / participant

Other / not subdivided$352K100.0%

% of EOY assets

6.863%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$125,223

$181,894-31.2%

$156,549-20.0%

$273,961-54.3%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

12.63%

30.74%-18.1pp

32.23%-19.6pp

41.45%-28.8pp

Employer contribution / active EE

$9,433

$6,248+51.0%

$5,501+71.5%

$4,869+93.7%

Participant deferral / active EE

$4,587

$5,550-17.3%

$4,871-5.8%

$5,287-13.2%

Admin fee / account holder

$8,594

$15,559-44.8%

$13,027-34.0%

$10,132-15.2%

PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PULMONARY ASSOCIATES OF THE SOUTHEAST 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