Retirement plan

PHYSICIAN ANESTHESIA OF PUEBLO, P.C. PROFIT SHARING PLAN

Name: PHYSICIAN ANESTHESIA OF PUEBLO,PC - PHYSICIAN ANESTHESIA OF PUEBLO, P.C. PROFIT SHARING PLAN (2024) Form 5500
Creator: PHYSICIAN ANESTHESIA OF PUEBLO,PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHYSICIAN ANESTHESIA OF PUEBLO, P.C. PROFIT SHARING PLAN, PHYSICIAN ANESTHESIA OF PUEBLO,PC

PHYSICIAN ANESTHESIA OF PUEBLO,PCEIN 84-1312650Plan #002PY 2024

3902 SANDALWOOD LN SUITE 120 - PUEBLO, CO 81005719-296-5841

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.4M

+29.6% from 2023

Total participants

-12.5% from 2023

Average account balance

$728,085

+51.2% from 2023

Annual return

26.98%

+23.50 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.37M

Not enough data

1 years with asset history on file

Average account balance

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

$728K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$118K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+26.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5095

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 codes2E2G2J2J

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$31K

$5095 / participant

Other / not subdivided$31K100.0%

% of EOY assets

0.700%

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

$728,085

$183,539+296.7%

$155,556+368.1%

$145,897+399.0%

Participation rate

83.3%

82.7%+0.6pp

78.2%+5.1pp

80.3%+3.0pp

Annual return

26.98%

61.31%-34.3pp

64.84%-37.9pp

552.29%-525.3pp

Employer contribution / active EE

$3,510

$5,315-34.0%

$4,675-24.9%

$4,663-24.7%

Participant deferral / active EE

$16,087

$6,467+148.8%

$5,631+185.7%

$6,689+140.5%

Admin fee / account holder

$5,095

$19,275-73.6%

$15,885-67.9%

$13,390-62.0%

PHYSICIAN ANESTHESIA OF PUEBLO, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHYSICIAN ANESTHESIA OF PUEBLO, 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