Retirement plan

IDAHO FALLS INFECTIOUS DISEASES, PLLC, 401(K) PLAN

Name: IDAHO FALLS INFECTIOUS DISEASES, PLLC - IDAHO FALLS INFECTIOUS DISEASES, PLLC, 401(K) PLAN (2023) Form 5500
Creator: IDAHO FALLS INFECTIOUS DISEASES, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IDAHO FALLS INFECTIOUS DISEASES, PLLC, 401(K) PLAN, IDAHO FALLS INFECTIOUS DISEASES, PLLC

IDAHO FALLS INFECTIOUS DISEASES, PLLCEIN 84-1615375Plan #001PY 2023

3614 WASHINGTON PARKWAY - IDAHO FALLS, ID 83404208-535-8400LinkedIn1-10 employeesresearch

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.3M

+27.3% from 2022

Total participants

-10.0% from 2022

Average account balance

$365,628

+41.5% from 2022

Annual return

24.33%

+43.39 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.30M

Not enough data

1 years with asset history on file

Average account balance

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

$300K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+0.22%

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 codes2E2G2J2R3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$295

$42 / participant

Other / not subdivided$295100.0%

% of EOY assets

0.009%

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

$365,628

$175,259+108.6%

$149,723+144.2%

$139,487+162.1%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

24.33%

166.82%-142.5pp

134.50%-110.2pp

373.84%-349.5pp

Employer contribution / active EE

$2,511

$5,478-54.2%

$4,821-47.9%

$4,755-47.2%

Participant deferral / active EE

$8,571

$6,522+31.4%

$5,682+50.8%

$6,713+27.7%

Admin fee / account holder

$33

$16,158-99.8%

$13,215-99.8%

$11,407-99.7%

IDAHO FALLS INFECTIOUS DISEASES, PLLC, 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IDAHO FALLS INFECTIOUS DISEASES, PLLC, 401(K) 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