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 (2017) 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 2017

3686 GRANDVIEW PARKWAY SUITE 500 - BIRMINGHAM, AL 35243205-802-2000pulmonarydocs.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.7M

+10.4% from 2016

Total participants

+10.5% from 2016

Average account balance

$125,988

+0.6% from 2016

Annual return

9.54%

-3.10 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

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

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 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

$254K

$12105 / participant

Other / not subdivided$254K100.0%

% of EOY assets

4.484%

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

$125,988

$198,461-36.5%

$170,436-26.1%

$147,585-14.6%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

9.54%

257.30%-247.8pp

205.94%-196.4pp

578.57%-569.0pp

Employer contribution / active EE

$9,076

$6,184+46.8%

$5,433+67.1%

$4,876+86.1%

Participant deferral / active EE

$4,497

$5,629-20.1%

$4,939-9.0%

$5,439-17.3%

Admin fee / account holder

$5,649

$16,852-66.5%

$13,880-59.3%

$10,885-48.1%

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