Retirement plan

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

Name: PACIFIC ANESTHESIA, P.C. - PACIFIC ANESTHESIA, P.C, MONEY PURCHASE PENSION PLAN AND TRUST (F.B.O. KALEB JENSON, M.D.) (2018) 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. KALEB JENSON, M.D.), PACIFIC ANESTHESIA, P.C.

PACIFIC ANESTHESIA, P.C.EIN 91-1373733Plan #033PY 2018

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

Other plans on this EIN

6 filings

#057Retirement-$35.1M assets #017Retirement-$4.5M assets #023Retirement-$2.1M assets #053Retirement-$2.0M assets #005Retirement-$1.9M assets #003Retirement-$371K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$984K

-3.4% from 2017

Total participants

0.0% from 2017

Average account balance

$983,658

-3.4% from 2017

Annual return

-8.77%

-28.05 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

+8.49%

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

$983,658

$180,459+445.1%

$154,108+538.3%

$135,380+626.6%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-8.77%

888.21%-897.0pp

735.21%-744.0pp

519.81%-528.6pp

Employer contribution / active EE

$55,000

$6,035+811.3%

$5,298+938.2%

$4,779+1050.9%

Participant deferral / active EE

$5,806-100.0%

$5,081-100.0%

$5,609-100.0%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

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