Retirement plan

ANESTHESIA SERVICES OF DECATUR 401K PLAN

Name: ANESTHESIA SERVICES OF DECATUR PC - ANESTHESIA SERVICES OF DECATUR 401K PLAN (2017) Form 5500
Creator: ANESTHESIA SERVICES OF DECATUR PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA SERVICES OF DECATUR 401K PLAN, ANESTHESIA SERVICES OF DECATUR PC

ANESTHESIA SERVICES OF DECATUR PCEIN 63-0906067Plan #003PY 2017

P.O. BOX 2715 - DECATUR, AL 356022715256-764-9697LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$496K

+67.5% from 2016

Total participants

+12.5% from 2016

Average account balance

$70,829

+43.5% from 2016

Annual return

14.85%

+7.35 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.29M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$260K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+20.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J2E2T

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.
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.

Opportunity flags

0 tripped

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

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

$70,829

$198,457-64.3%

$170,435-58.4%

$147,586-52.0%

Participation rate

77.8%

88.0%-10.2pp

83.6%-5.8pp

82.8%-5.1pp

Annual return

14.85%

257.30%-242.5pp

205.94%-191.1pp

578.59%-563.7pp

Employer contribution / active EE

$5,526

$6,183-10.6%

$5,432+1.7%

$4,876+13.3%

Participant deferral / active EE

$11,778

$5,629+109.2%

$4,939+138.4%

$5,439+116.6%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

ANESTHESIA SERVICES OF DECATUR 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANESTHESIA SERVICES OF DECATUR 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion