Retirement plan

ANESTHESIA PARTNERS OF MONTANA, PC 401(K) PLAN

Name: ANESTHESIA PARTNERS OF MONTANA, PC - ANESTHESIA PARTNERS OF MONTANA, PC 401(K) PLAN (2024) Form 5500
Creator: ANESTHESIA PARTNERS OF MONTANA, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA PARTNERS OF MONTANA, PC 401(K) PLAN, ANESTHESIA PARTNERS OF MONTANA, PC

ANESTHESIA PARTNERS OF MONTANA, PCEIN 81-0478374Plan #001PY 2024

PO BOX 1261 - BILLINGS, MT 59103406-254-0707LinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$31.8M

+29.4% from 2023

Total participants

0.0% from 2023

Average account balance

$936,666

+25.5% from 2023

Annual return

28.39%

+0.28 pp from 2023

Benchmarks

See 21,729 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,729 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$37.94M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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.

120.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$72K

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

+15.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29057

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

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

$1.8M

$59004 / participant

Other / not subdivided$2M100.0%

% of EOY assets

5.744%

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

$936,666

$81,276+1052.5%

$155,574+502.1%

$80,925+1057.5%

Participation rate

100.0%

66.2%+33.8pp

78.2%+21.8pp

67.7%+32.3pp

Annual return

28.39%

33.36%-5.0pp

64.87%-36.5pp

35.65%-7.3pp

Employer contribution / active EE

$43,301

$3,103+1295.5%

$4,676+826.1%

$2,756+1471.0%

Participant deferral / active EE

$23,359

$3,453+576.5%

$5,629+314.9%

$4,299+443.4%

Admin fee / account holder

$53,798

$7,993+573.0%

$15,914+238.0%

$6,940+675.2%

ANESTHESIA PARTNERS OF MONTANA, PC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIA PARTNERS OF MONTANA, PC 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