Retirement plan

VALLEY ANESTHESIA ASSOCIATES, P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST

Name: VALLEY ANESTHESIA ASSOCIATES, P.L.L.C. - VALLEY ANESTHESIA ASSOCIATES, P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: VALLEY ANESTHESIA ASSOCIATES, P.L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VALLEY ANESTHESIA ASSOCIATES, P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST, VALLEY ANESTHESIA ASSOCIATES, P.L.L.C.

VALLEY ANESTHESIA ASSOCIATES, P.L.L.C.EIN 91-1122067Plan #003PY 2019

C/O VALLEY MEDICAL CENTER, 400 SOUTH 43RD STREET - RENTON, WA 98058425-251-5180valleyanesthesia.orgLinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#005Retirement-$885K assets

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$25.9M

+11.5% from 2018

Total participants

+13.8% from 2018

Average account balance

$784,206

-2.0% from 2018

Annual return

13.81%

+17.11 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

$29.34M

Not enough data

1 years with asset history on file

Average account balance

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

$917K

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.

103.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$54K

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

+22.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$141865

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 codes2E2F2G2J2R3B3D3H

Plan features

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.
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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.2M

$66988 / participant

Other / not subdivided$2M100.0%

% of EOY assets

8.542%

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

$784,206

$85,171+820.7%

$172,753+353.9%

$72,976+974.6%

Participation rate

100.0%

70.1%+29.9pp

82.6%+17.4pp

69.5%+30.5pp

Annual return

13.81%

27.32%-13.5pp

803.00%-789.2pp

81.02%-67.2pp

Employer contribution / active EE

$28,326

$3,324+752.2%

$5,144+450.7%

$2,440+1060.9%

Participant deferral / active EE

$20,829

$3,260+538.9%

$5,198+300.7%

$3,608+477.3%

Admin fee / account holder

$66,988

$5,880+1039.2%

$13,956+380.0%

$5,124+1207.3%

VALLEY ANESTHESIA ASSOCIATES, P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VALLEY ANESTHESIA ASSOCIATES, P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST

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