Retirement plan

ADVANCED ENDOSCOPY RETIREMENT PLAN

Name: ADVANCED ENDOSCOPY CONSULTANTS PLLC - ADVANCED ENDOSCOPY RETIREMENT PLAN (2021) Form 5500
Creator: ADVANCED ENDOSCOPY CONSULTANTS PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED ENDOSCOPY RETIREMENT PLAN, ADVANCED ENDOSCOPY CONSULTANTS PLLC

ADVANCED ENDOSCOPY CONSULTANTS PLLCEIN 82-1581685Plan #001PY 2021

4512 S. VERSAILLES AVE. - DALLAS, TX 75205972-884-4030LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$1.0M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$80K

+88.7% from 2020

Total participants

+25.0% from 2020

Average account balance

$20,021

+41.5% from 2020

Annual return

15.23%

-131.00 pp from 2020

Benchmarks

See 103,200 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,200 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$139K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+8.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$152

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 codes2E2G2J3D

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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$623

$156 / participant

Other / not subdivided$623100.0%

% of EOY assets

0.778%

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

$20,021

$217,427-90.8%

$185,837-89.2%

$167,518-88.0%

Participation rate

75.0%

86.0%-11.0pp

81.7%-6.7pp

82.1%-7.1pp

Annual return

15.23%

148.39%-133.2pp

122.08%-106.9pp

478.71%-463.5pp

Employer contribution / active EE

$1,294

$5,874-78.0%

$5,168-75.0%

$4,838-73.3%

Participant deferral / active EE

$6,500

$6,357+2.2%

$5,568+16.7%

$6,342+2.5%

Admin fee / account holder

$156

$19,816-99.2%

$16,241-99.0%

$12,312-98.7%

ADVANCED ENDOSCOPY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED ENDOSCOPY RETIREMENT 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