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 (2020) 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 2020

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-$2.0M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$29.3M

+13.2% from 2019

Total participants

+21.2% from 2019

Average account balance

$836,938

+6.7% from 2019

Annual return

16.85%

+3.04 pp from 2019

Benchmarks

See 18,628 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,628 peers

Snapshot2020

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.4M

$73674 / participant

Other / not subdivided$2M100.0%

% of EOY assets

8.048%

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

$836,938

$91,198+817.7%

$178,503+368.9%

$79,856+948.1%

Participation rate

84.4%

69.2%+15.2pp

81.9%+2.4pp

69.6%+14.7pp

Annual return

16.85%

24.20%-7.3pp

151.12%-134.3pp

31.71%-14.9pp

Employer contribution / active EE

$24,769

$3,257+660.6%

$5,011+394.3%

$2,471+902.3%

Participant deferral / active EE

$16,736

$3,237+417.1%

$5,202+221.7%

$3,741+347.4%

Admin fee / account holder

$67,359

$6,748+898.2%

$13,987+381.6%

$5,306+1169.4%

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