Retirement plan

INTEGRATIVE UROLOGY, PLLC. 401(K) PROFIT SHARING PLAN

Name: INTEGRATIVE UROLOGY, PLLC - INTEGRATIVE UROLOGY, PLLC. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: INTEGRATIVE UROLOGY, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTEGRATIVE UROLOGY, PLLC. 401(K) PROFIT SHARING PLAN, INTEGRATIVE UROLOGY, PLLC

INTEGRATIVE UROLOGY, PLLCEIN 81-3565327Plan #001PY 2023

2222 EAST HIGHLAND AVENUE, SUITE 206 - PHOENIX, AZ 85016602-900-8003LinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$693K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$829K

+27.9% from 2022

Total participants

+16.7% from 2022

Average account balance

$138,142

+6.6% from 2022

Annual return

19.32%

+32.33 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$308K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+19.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2078

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 codes2G2J2E2R2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$436 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.210%

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

$138,142

$175,259-21.2%

$149,723-7.7%

$139,487-1.0%

Participation rate

75.0%

83.4%-8.4pp

78.8%-3.8pp

80.3%-5.3pp

Annual return

19.32%

166.82%-147.5pp

134.50%-115.2pp

373.84%-354.5pp

Employer contribution / active EE

$2,290

$5,478-58.2%

$4,821-52.5%

$4,755-51.8%

Participant deferral / active EE

$11,569

$6,522+77.4%

$5,682+103.6%

$6,713+72.4%

Admin fee / account holder

$291

$16,158-98.2%

$13,215-97.8%

$11,407-97.5%

INTEGRATIVE UROLOGY, PLLC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTEGRATIVE UROLOGY, PLLC. 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