Retirement plan

SOUTH SHREVEPORT ANESTHESIA SERVICES, INC. APMC PROFIT SHARING 401(K) PLAN

Name: SOUTH SHREVEPORT ANESTHESIA SERVICES, INC., APMC - SOUTH SHREVEPORT ANESTHESIA SERVICES, INC. APMC PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: SOUTH SHREVEPORT ANESTHESIA SERVICES, INC., APMC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTH SHREVEPORT ANESTHESIA SERVICES, INC. APMC PROFIT SHARING 401(K) PLAN, SOUTH SHREVEPORT ANESTHESIA SERVICES, INC., APMC

SOUTH SHREVEPORT ANESTHESIA SERVICES, INC., APMCEIN 72-1313720Plan #001PY 2017

P.O. DRAWER 1768 - SHREVEPORT, LA 711661768318-212-5220LinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.3M

-18.8% from 2016

Total participants

-25.0% from 2016

Average account balance

$1,115,605

+8.2% from 2016

Annual return

10.32%

-0.76 pp from 2016

Benchmarks

See 106,910 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,910 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.44M

Not enough data

1 years with asset history on file

Average account balance

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

$718K

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

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$73K

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

+11.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2953

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 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J3D2R

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.4M

$464489 / participant

Other / not subdivided$1M100.0%

% of EOY assets

41.636%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,115,605

$198,466+462.1%

$170,442+554.5%

$147,584+655.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

10.32%

257.29%-247.0pp

205.93%-195.6pp

578.55%-568.2pp

Employer contribution / active EE

$36,000

$6,184+482.2%

$5,433+562.7%

$4,876+638.3%

Participant deferral / active EE

$22,000

$5,629+290.8%

$4,939+345.4%

$5,439+304.5%

Admin fee / account holder

$464,489

$16,852+2656.3%

$13,880+3246.4%

$10,885+4167.1%

SOUTH SHREVEPORT ANESTHESIA SERVICES, INC. APMC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTH SHREVEPORT ANESTHESIA SERVICES, INC. APMC PROFIT SHARING 401(K) 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