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 (2017) 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 2017

209 N MAIN ST. STE 202 - PUEBLO, CO 81003719-296-5841

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$9.6M

+9.6% from 2016

Total participants

0.0% from 2016

Average account balance

$643,188

+16.9% from 2016

Annual return

5.59%

-1.84 pp from 2016

Benchmarks

See 106,910 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,910 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$4K

$275 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.040%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$643,188

$198,466+224.1%

$170,442+277.4%

$147,584+335.8%

Participation rate

92.9%

88.0%+4.9pp

83.6%+9.3pp

82.8%+10.0pp

Annual return

5.59%

257.29%-251.7pp

205.93%-200.3pp

578.55%-573.0pp

Employer contribution / active EE

$16,063

$6,184+159.8%

$5,433+195.7%

$4,876+229.4%

Participant deferral / active EE

$9,297

$5,629+65.1%

$4,939+88.2%

$5,439+70.9%

Admin fee / account holder

$256

$16,852-98.5%

$13,880-98.2%

$10,885-97.6%

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