Retirement plan

A SYDNEY WILLIAMS AND ASSOCIATES, INC. RETIREMENT PLAN

Name: A SYDNEY WILLIAMS AND ASSOCIATES, INC. - A SYDNEY WILLIAMS AND ASSOCIATES, INC. RETIREMENT PLAN (2023) Form 5500
Creator: A SYDNEY WILLIAMS AND ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A SYDNEY WILLIAMS AND ASSOCIATES, INC. RETIREMENT PLAN, A SYDNEY WILLIAMS AND ASSOCIATES, INC.

A SYDNEY WILLIAMS AND ASSOCIATES, INC.EIN 83-1548948Plan #001PY 2023

101 S. SAN MATEO DR., STE 306 - SAN MATEO, CA 94401650-696-7070LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$294K

+37.3% from 2022

Total participants

0.0% from 2022

Average account balance

$73,457

+37.3% from 2022

Annual return

20.76%

+41.09 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$490K

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+18.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$73,457

$175,231-58.1%

$149,696-50.9%

$139,466-47.3%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

20.76%

166.77%-146.0pp

134.46%-113.7pp

373.66%-352.9pp

Employer contribution / active EE

$2,449

$5,478-55.3%

$4,821-49.2%

$4,754-48.5%

Participant deferral / active EE

$9,340

$6,521+43.2%

$5,682+64.4%

$6,712+39.2%

Admin fee / account holder

$16,155-100.0%

$13,212-100.0%

$11,409-100.0%

A SYDNEY WILLIAMS AND ASSOCIATES, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

A SYDNEY WILLIAMS AND ASSOCIATES, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion