Retirement plan

ALPINE PEDIATRICS, P.C. PROFIT SHARING PLAN

Name: ALPINE PEDIATRICS, P.C. - ALPINE PEDIATRICS, P.C. PROFIT SHARING PLAN (2016) Form 5500
Creator: ALPINE PEDIATRICS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALPINE PEDIATRICS, P.C. PROFIT SHARING PLAN, ALPINE PEDIATRICS, P.C.

ALPINE PEDIATRICS, P.C.EIN 87-0546501Plan #001PY 2016

1912 W 930 N - PLEASANT GROVE, UT 84062801-492-1999alpinepeds.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesCorrective distributions

Top hat statement on fileNQDC

Filed September 15, 2025 (most recent of 16 filings on file)

Plan administrator

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1912 WEST 930 NORTH

PLEASANT GROVE, UT 84062

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Plans declared (14)

Plan name not on file1 emp
Plan name not on file1 emp
Plan name not on file1 emp
Plan name not on file1 emp
Plan name not on file1 emp
+9 more

Total covered: 14 employees

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Total assets (EOY)

$6.6M

+24.5% from 2015

Total participants

136

+19.3% from 2015

Average account balance

$48,263

+4.4% from 2015

Annual return

11.42%

+18.69 pp from 2015

Benchmarks

See 17,770 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,770 peers

Snapshot2016

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$26.18M

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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.

186

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.44M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+15.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$242

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

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
BRENT MOORE1 year Service code 27	Advisory (Plan)	$13,879
EPLAN ADVISORS, LLC1 year Service code 17 · EIN 84-1543749	Pension Consulting	$6,405

Plan features & details

Pension benefit codes2A2E2F2J2G2R2T3D

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.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$46K

$571 / participant

Other / not subdivided$46K100.0%

% of EOY assets

0.696%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GILBERT & STEWART
Auditor EIN: 874033149
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,263

$77,634-37.8%

$156,549-69.2%

$62,891-23.3%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

11.42%

50.32%-38.9pp

32.23%-20.8pp

20.14%-8.7pp

Employer contribution / active EE

$5,167

$3,444+50.0%

$5,501-6.1%

$2,281+126.5%

Participant deferral / active EE

$3,853

$3,045+26.5%

$4,871-20.9%

$3,203+20.3%

Admin fee / account holder

$336

$5,561-94.0%

$13,027-97.4%

$4,296-92.2%

Provider

Service type

Compensation

BRENT MOORE1 year

Service code 27

Advisory (Plan)

$13,879

EPLAN ADVISORS, LLC1 year

Service code 17 · EIN 84-1543749

Pension Consulting

$6,405

ALPINE PEDIATRICS, P.C. PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (14)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALPINE PEDIATRICS, P.C. PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (14)

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