Retirement plan

FIVE VALLEYS UROLOGY, PLLC 401 K PROFIT SHARING PLAN & TRUST

Name: FIVE VALLEYS UROLOGY, PLLC - FIVE VALLEYS UROLOGY, PLLC 401 K PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: FIVE VALLEYS UROLOGY, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIVE VALLEYS UROLOGY, PLLC 401 K PROFIT SHARING PLAN & TRUST, FIVE VALLEYS UROLOGY, PLLC

FIVE VALLEYS UROLOGY, PLLCEIN 65-1167362Plan #002PY 2024

2875 TINA AVE, STE 101 - MISSOULA, MT 59808406-728-3366fivevalleysurology.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.2M

+13.9% from 2023

Total participants

+6.8% from 2023

Average account balance

$238,241

+6.7% from 2023

Annual return

12.28%

-4.48 pp from 2023

Benchmarks

See 21,691 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,691 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.20M

Not enough data

1 years with asset history on file

Average account balance

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

$238K

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.

156.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$440K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7649

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 codes2E2F2G2J2R3D3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$359K

$11983 / participant

Other / not subdivided$359K100.0%

% of EOY assets

3.211%

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

$238,241

$81,358+192.8%

$155,556+53.2%

$80,959+194.3%

Participation rate

100.0%

66.3%+33.7pp

78.2%+21.8pp

67.7%+32.3pp

Annual return

12.28%

33.39%-21.1pp

64.84%-52.6pp

35.67%-23.4pp

Employer contribution / active EE

$7,449

$3,106+139.8%

$4,675+59.3%

$2,757+170.2%

Participant deferral / active EE

$7,207

$3,455+108.6%

$5,631+28.0%

$4,300+67.6%

Admin fee / account holder

$7,649

$7,994-4.3%

$15,885-51.8%

$6,925+10.4%

FIVE VALLEYS UROLOGY, PLLC 401 K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FIVE VALLEYS UROLOGY, PLLC 401 K PROFIT SHARING PLAN & TRUST

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