Retirement plan

PACIFIC ANESTHESIA, P.C, MONEY PURCHASE PENSION PLAN AND TRUST (F.B.O. STEVEN BERGER, M.D.)

Name: PACIFIC ANESTHESIA, P.C. - PACIFIC ANESTHESIA, P.C, MONEY PURCHASE PENSION PLAN AND TRUST (F.B.O. STEVEN BERGER, M.D.) (2015) Form 5500
Creator: PACIFIC ANESTHESIA, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACIFIC ANESTHESIA, P.C, MONEY PURCHASE PENSION PLAN AND TRUST (F.B.O. STEVEN BERGER, M.D.), PACIFIC ANESTHESIA, P.C.

PACIFIC ANESTHESIA, P.C.EIN 91-1373733Plan #003PY 2015

11808 NORTHUP WAY, SUITE W-300 - BELLEUVE, WA 98005425-284-1547LinkedIn51-200 employeesmedical practice

Other plans on this EIN

9 filings

#057Retirement-$25.7M assets #017Retirement-$3.7M assets #053Retirement-$1.7M assets #023Retirement-$1.6M assets #005Retirement-$1.4M assets #031Retirement-$752K assets #033Retirement-$683K assets #014Retirement-$30K assets #050Retirement-$2K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$625K

No prior year

Total participants

No prior year

Average account balance

$624,838

No prior year

Annual return

5.39%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-0.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C2G2R

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$20

$20 / participant

Other / not subdivided$20100.0%

% of EOY assets

0.003%

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

$624,838

$168,635+270.5%

$147,617+323.3%

$125,389+398.3%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

5.39%

77.65%-72.3pp

61.98%-56.6pp

282.24%-276.8pp

Employer contribution / active EE

$50,649

$6,252+710.1%

$5,564+810.2%

$4,866+940.9%

Participant deferral / active EE

$5,507-100.0%

$4,895-100.0%

$5,352-100.0%

Admin fee / account holder

$20

$13,580-99.9%

$11,612-99.8%

$9,541-99.8%

PACIFIC ANESTHESIA, P.C, MONEY PURCHASE PENSION PLAN AND TRUST (F.B.O. STEVEN BERGER, M.D.)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PACIFIC ANESTHESIA, P.C, MONEY PURCHASE PENSION PLAN AND TRUST (F.B.O. STEVEN BERGER, M.D.)

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