Retirement plan

SURGICAL ASSOCIATES PC 401(K) PLAN

Name: SURGICAL ASSOCIATES PC - SURGICAL ASSOCIATES PC 401(K) PLAN (2021) Form 5500
Creator: SURGICAL ASSOCIATES PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SURGICAL ASSOCIATES PC 401(K) PLAN, SURGICAL ASSOCIATES PC

SURGICAL ASSOCIATES PCEIN 81-0330341Plan #002PY 2021

2900 12TH AVENUE N SUITE 355W - BILLINGS, MT 59101406-238-6470LinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$10.6M

+19.2% from 2020

Total participants

+6.3% from 2020

Average account balance

$622,938

+12.2% from 2020

Annual return

13.31%

+0.75 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.00M

Not enough data

1 years with asset history on file

Average account balance

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

$938K

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

$656K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$41K

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

+13.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36282

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$622,938

$217,432+186.5%

$185,851+235.2%

$167,553+271.8%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

13.31%

148.43%-135.1pp

122.11%-108.8pp

478.89%-465.6pp

Employer contribution / active EE

$21,979

$5,874+274.1%

$5,168+325.3%

$4,840+354.1%

Participant deferral / active EE

$8,716

$6,357+37.1%

$5,569+56.5%

$6,343+37.4%

Admin fee / account holder

$19,820-100.0%

$16,245-100.0%

$12,316-100.0%

SURGICAL ASSOCIATES PC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SURGICAL ASSOCIATES PC 401(K) 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