Retirement plan

FORT COLLINS RADIOLOGIC ASSOCIATES, P. C. PROFIT SHARING PLAN

Name: FORT COLLINS RADIOLOGIC ASSOCIATES, P.C. - FORT COLLINS RADIOLOGIC ASSOCIATES, P. C. PROFIT SHARING PLAN (2022) Form 5500
Creator: FORT COLLINS RADIOLOGIC ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORT COLLINS RADIOLOGIC ASSOCIATES, P. C. PROFIT SHARING PLAN, FORT COLLINS RADIOLOGIC ASSOCIATES, P.C.

FORT COLLINS RADIOLOGIC ASSOCIATES, P.C.EIN 84-0706789Plan #002PY 2022

2008 CARIBOU DRIVE - FORT COLLINS, CO 80525970-484-4757

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$28.3M

-25.4% from 2021

Total participants

119

-7.0% from 2021

Average account balance

$237,996

-19.7% from 2021

Annual return

-16.37%

-30.27 pp from 2021

Benchmarks

See 19,701 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,701 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$36.60M

Not enough data

1 years with asset history on file

Average account balance

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

$310K

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.

118

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.70M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$42K

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

+10.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$231

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060	Advisory (Plan)	$20,237
EPIC RETIREMENT PLAN SERVICES4 years Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962	Plan Administrator	$5,134

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$26K

$293 / participant

Investment mgmt$20K76.7%
Contract admin$5K19.5%
Other / not subdivided$1K3.9%

% of EOY assets

0.093%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SOUKUP, BUSH & ASSOCIATES, P.C.
Auditor EIN: 841128248
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$237,996

$73,863+222.2%

$143,797+65.5%

$68,490+247.5%

Participation rate

100.0%

66.7%+33.3pp

80.3%+19.7pp

67.9%+32.1pp

Annual return

-16.37%

0.91%-17.3pp

-0.04%-16.3pp

-7.85%-8.5pp

Employer contribution / active EE

$24,023

$3,185+654.3%

$4,952+385.1%

$2,597+825.1%

Participant deferral / active EE

$6,271

$3,385+85.3%

$5,638+11.2%

$4,028+55.7%

Admin fee / account holder

$222

$5,756-96.1%

$14,679-98.5%

$5,403-95.9%

Provider

Service type

Compensation

CREATIVE PLANNING LLC2 years

Filed as: CREATIVE PLANNING

Service code 27 · EIN 45-5091060

Advisory (Plan)

$20,237

EPIC RETIREMENT PLAN SERVICES4 years

Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL

Service code 14 · EIN 20-1301962

Plan Administrator

$5,134

FORT COLLINS RADIOLOGIC ASSOCIATES, P. C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORT COLLINS RADIOLOGIC ASSOCIATES, P. C. 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