Retirement plan

ANESTHESIA & PAIN MANAGEMENT PC PROFIT SHARING PLAN

Name: ANESTHESIA & PAIN MANAGEMENT, PC - ANESTHESIA & PAIN MANAGEMENT PC PROFIT SHARING PLAN (2023) Form 5500
Creator: ANESTHESIA & PAIN MANAGEMENT, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA & PAIN MANAGEMENT PC PROFIT SHARING PLAN, ANESTHESIA & PAIN MANAGEMENT, PC

ANESTHESIA & PAIN MANAGEMENT, PCEIN 84-0787552Plan #002PY 2023

1819 DENVER WEST DRIVE, SUITE 200 - GOLDEN, CO 80401303-204-2175

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$5M

+29.9% from 2022

Total participants

+50.0% from 2022

Average account balance

$1,679,083

-13.4% from 2022

Annual return

28.46%

+46.59 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

$6.72M

Not enough data

1 years with asset history on file

Average account balance

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

$2.2M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+32.26%

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 codes2E2G2J2R3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,679,083

$175,257+858.1%

$149,717+1021.5%

$139,456+1104.0%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

28.46%

166.70%-138.2pp

134.41%-105.9pp

373.45%-345.0pp

Employer contribution / active EE

$8,139

$5,477+48.6%

$4,820+68.9%

$4,753+71.3%

Participant deferral / active EE

$10,000

$6,521+53.4%

$5,682+76.0%

$6,711+49.0%

Admin fee / account holder

$16,156-100.0%

$13,213-100.0%

$11,407-100.0%

ANESTHESIA & PAIN MANAGEMENT PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANESTHESIA & PAIN MANAGEMENT PC PROFIT SHARING 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