Retirement plan

ADVANCED ENDOSCOPY RETIREMENT PLAN

Name: ADVANCED ENDOSCOPY CONSULTANTS PLLC - ADVANCED ENDOSCOPY RETIREMENT PLAN (2023) 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 2023

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

Other plans on this EIN

1 filing

#002Retirement-$1.4M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$113K

+61.1% from 2022

Total participants

0.0% from 2022

Average account balance

$22,524

+61.1% from 2022

Annual return

53.24%

+75.00 pp from 2022

Benchmarks

See 108,045 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,045 peers

Snapshot2023

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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$875

$438 / participant

Other / not subdivided$875100.0%

% of EOY assets

0.777%

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

$22,524

$175,257-87.1%

$149,717-85.0%

$139,456-83.8%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

53.24%

166.70%-113.5pp

134.41%-81.2pp

373.45%-320.2pp

Employer contribution / active EE

$2,734

$5,477-50.1%

$4,820-43.3%

$4,753-42.5%

Participant deferral / active EE

$6,521-100.0%

$5,682-100.0%

$6,711-100.0%

Admin fee / account holder

$175

$16,156-98.9%

$13,213-98.7%

$11,407-98.5%

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