Retirement plan

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

Name: PACIFIC ANESTHESIA, P.C. - PACIFIC ANESTHESIA, P.C, MONEY PURCHASE PENSION PLAN AND TRUST (F.B.O. DONALD DASHIELL, M.D.) (2016) 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. DONALD DASHIELL, M.D.), PACIFIC ANESTHESIA, P.C.

PACIFIC ANESTHESIA, P.C.EIN 91-1373733Plan #005PY 2016

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

Other plans on this EIN

9 filings

#057Retirement-$31.0M assets #017Retirement-$4.0M assets #053Retirement-$1.8M assets #023Retirement-$1.8M assets #031Retirement-$872K assets #033Retirement-$808K assets #003Retirement-$656K assets #014Retirement--#050Retirement--

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.6M

+10.7% from 2015

Total participants

0.0% from 2015

Average account balance

$1,581,305

+10.7% from 2015

Annual return

8.13%

+7.72 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

+0.21%

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.

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

$1,581,305

$181,896+769.3%

$156,551+910.1%

$273,972+477.2%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

8.13%

30.74%-22.6pp

32.23%-24.1pp

41.46%-33.3pp

Employer contribution / active EE

$37,009

$6,248+492.3%

$5,501+572.7%

$4,869+660.1%

Participant deferral / active EE

$5,550-100.0%

$4,871-100.0%

$5,287-100.0%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

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

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