Retirement plan

MISSOULA ANESTHESIOLOGY, P.C. 401(K) PROFIT SHARING PLAN

Name: MISSOULA ANESTHESIOLOGY, P.C. - MISSOULA ANESTHESIOLOGY, P.C. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: MISSOULA ANESTHESIOLOGY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MISSOULA ANESTHESIOLOGY, P.C. 401(K) PROFIT SHARING PLAN, MISSOULA ANESTHESIOLOGY, P.C.

MISSOULA ANESTHESIOLOGY, P.C.EIN 81-0513275Plan #002PY 2019

2825 STOCKYARD ROAD I-200, PO BOX 17527 - MISSOULA, MT 59808406-728-8420mapcmt.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$32.5M

+27.1% from 2018

Total participants

-1.9% from 2018

Average account balance

$613,161

+27.1% from 2018

Annual return

19.92%

+25.89 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$52.86M

Not enough data

1 years with asset history on file

Average account balance

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

$1.0M

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.

106.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$68K

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

+12.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$283348

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 codes2E2G2J3D2R

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

$357K

$8117 / participant

Other / not subdivided$357K100.0%

% of EOY assets

1.099%

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

$613,161

$85,171+619.9%

$172,752+254.9%

$72,975+740.2%

Participation rate

100.0%

70.1%+29.9pp

82.6%+17.4pp

69.5%+30.5pp

Annual return

19.92%

27.32%-7.4pp

802.97%-783.1pp

81.01%-61.1pp

Employer contribution / active EE

$30,345

$3,324+812.9%

$5,144+489.9%

$2,440+1143.6%

Participant deferral / active EE

$16,259

$3,260+398.8%

$5,198+212.8%

$3,608+350.7%

Admin fee / account holder

$6,739

$5,880+14.6%

$13,955-51.7%

$5,124+31.5%

MISSOULA ANESTHESIOLOGY, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MISSOULA ANESTHESIOLOGY, P.C. 401(K) PROFIT SHARING 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