Retirement plan

ARIZONA GASTROENTEROLOGY, LTD. PROFIT SHARING PLAN & TRUST AGREEMENT

Name: ARIZONA GASTROENTEROLOGY, LTD. - ARIZONA GASTROENTEROLOGY, LTD. PROFIT SHARING PLAN & TRUST AGREEMENT (2023) 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 2023

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$12.7M

+419.6% from 2022

Total participants

-3.8% from 2022

Average account balance

$166,514

+440.1% from 2022

Annual return

412.23%

+431.99 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$14K

$455 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.108%

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

$166,514

$77,908+113.7%

$149,696+11.2%

$75,173+121.5%

Participation rate

100.0%

65.6%+34.4pp

78.8%+21.2pp

67.2%+32.8pp

Annual return

412.23%

31.73%+380.5pp

134.46%+277.8pp

160.72%+251.5pp

Employer contribution / active EE

$1,639

$3,138-47.8%

$4,821-66.0%

$2,671-38.7%

Participant deferral / active EE

$4,798

$3,411+40.7%

$5,682-15.6%

$4,126+16.3%

Admin fee / account holder

$180

$5,950-97.0%

$13,212-98.6%

$5,651-96.8%

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