Retirement plan

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

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

PACIFIC ANESTHESIA, P.C.EIN 91-1373733Plan #023PY 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 #005Retirement-$1.6M assets #031Retirement-$872K assets #033Retirement-$808K assets #003Retirement-$656K assets #014Retirement--#050Retirement--

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+14.0% from 2015

Total participants

0.0% from 2015

Average account balance

$1,841,670

+14.0% from 2015

Annual return

10.74%

+9.71 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

+22.57%

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

$152

$152 / participant

Other / not subdivided$152100.0%

% of EOY assets

0.008%

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

$1,841,670

$181,896+912.5%

$156,551+1076.4%

$273,972+572.2%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

10.74%

30.74%-20.0pp

32.23%-21.5pp

41.46%-30.7pp

Employer contribution / active EE

$53,000

$6,248+748.3%

$5,501+863.4%

$4,869+988.6%

Participant deferral / active EE

$5,550-100.0%

$4,871-100.0%

$5,287-100.0%

Admin fee / account holder

$152

$15,560-99.0%

$13,028-98.8%

$10,133-98.5%

PACIFIC ANESTHESIA, P.C, MONEY PURCHASE PENSION PLAN AND TRUST (F.B.O. DERYCK WATERMEYER, 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. DERYCK WATERMEYER, 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