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 (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.9M

+4.3% from 2017

Total participants

0.0% from 2017

Average account balance

$125,806

-0.1% from 2017

Annual return

5.58%

-3.95 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

$384K

$18288 / participant

Other / not subdivided$384K100.0%

% of EOY assets

6.495%

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

$125,806

$180,462-30.3%

$154,111-18.4%

$135,379-7.1%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

5.58%

888.17%-882.6pp

735.18%-729.6pp

519.79%-514.2pp

Employer contribution / active EE

$9,295

$6,036+54.0%

$5,298+75.5%

$4,779+94.5%

Participant deferral / active EE

$4,573

$5,806-21.2%

$5,081-10.0%

$5,609-18.5%

Admin fee / account holder

$8,171

$16,145-49.4%

$13,411-39.1%

$10,828-24.5%

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