Retirement plan

ARIZONA GASTROENTEROLOGY, LTD. PROFIT SHARING PLAN & TRUST AGREEMENT

Name: ARIZONA GASTROENTEROLOGY, LTD. - ARIZONA GASTROENTEROLOGY, LTD. PROFIT SHARING PLAN & TRUST AGREEMENT (2019) Form 5500
Creator: ARIZONA GASTROENTEROLOGY, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARIZONA GASTROENTEROLOGY, LTD. PROFIT SHARING PLAN & TRUST AGREEMENT, ARIZONA GASTROENTEROLOGY, LTD.

ARIZONA GASTROENTEROLOGY, LTD.EIN 86-0414347Plan #001PY 2019

7566 N LA CHOLLA BLVD, STE A - TUCSON, AZ 85741520-742-4139azgastroenterology.comLinkedIn11-50 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.1M

+27.3% from 2018

Total participants

-23.7% from 2018

Average account balance

$53,099

+64.6% from 2018

Annual return

20.37%

+23.35 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.12M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

230.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$217K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+23.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$169402

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 codes2E2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$23K

$879 / participant

Other / not subdivided$23K100.0%

% of EOY assets

0.742%

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

$53,099

$85,171-37.7%

$172,752-69.3%

$72,975-27.2%

Participation rate

100.0%

70.1%+29.9pp

82.6%+17.4pp

69.5%+30.5pp

Annual return

20.37%

27.32%-7.0pp

802.97%-782.6pp

81.01%-60.6pp

Employer contribution / active EE

$1,029

$3,324-69.0%

$5,144-80.0%

$2,440-57.8%

Participant deferral / active EE

$6,269

$3,260+92.3%

$5,198+20.6%

$3,608+73.8%

Admin fee / account holder

$394

$5,880-93.3%

$13,955-97.2%

$5,124-92.3%

ARIZONA GASTROENTEROLOGY, LTD. PROFIT SHARING PLAN & TRUST AGREEMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARIZONA GASTROENTEROLOGY, LTD. PROFIT SHARING PLAN & TRUST AGREEMENT

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