Retirement plan

SOUTHWEST BREAST PROFIT SHARING PLAN

Name: SOUTHWEST BREAST AND AESTHETICS - SOUTHWEST BREAST PROFIT SHARING PLAN (2024) Form 5500
Creator: SOUTHWEST BREAST AND AESTHETICS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHWEST BREAST PROFIT SHARING PLAN, SOUTHWEST BREAST AND AESTHETICS

SOUTHWEST BREAST AND AESTHETICSEIN 86-2161209Plan #003PY 2024

3377 S. PRICE ROAD EAST, STE E - CHANDLER, AZ 85248480-576-4310

Other plans on this EIN

2 filings

#002Retirement-$1.2M assets #001Retirement-$232K assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$19K

+485.3% from 2023

Total participants

0.0% from 2023

Average account balance

$3,100

+485.3% from 2023

Annual return

57.33%

+57.33 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

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2A2E3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$3,100

$183,539-98.3%

$155,556-98.0%

$145,897-97.9%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

57.33%

61.31%-4.0pp

64.84%-7.5pp

552.29%-495.0pp

Employer contribution / active EE

$2,267

$5,315-57.4%

$4,675-51.5%

$4,663-51.4%

Participant deferral / active EE

$6,467-100.0%

$5,631-100.0%

$6,689-100.0%

Admin fee / account holder

$19,275-100.0%

$15,885-100.0%

$13,390-100.0%

SOUTHWEST BREAST PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SOUTHWEST BREAST PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion