Retirement plan

SWETLAND ANESTHESIA ASSOCIATED, PC. 401 K PROFIT SHARING PLAN & TRUST

Name: SWETLAND ANESTHESIOLOGY ASSOC, PC - SWETLAND ANESTHESIA ASSOCIATED, PC. 401 K PROFIT SHARING PLAN & TRUST (2022) Form 5500
Creator: SWETLAND ANESTHESIOLOGY ASSOC, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWETLAND ANESTHESIA ASSOCIATED, PC. 401 K PROFIT SHARING PLAN & TRUST, SWETLAND ANESTHESIOLOGY ASSOC, PC

SWETLAND ANESTHESIOLOGY ASSOC, PCEIN 91-1777788Plan #001PY 2022

1703 LAKESHORE DRIVE - KLAMATH FALLS, OR 97601541-891-5751LinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$820K

-28.2% from 2020

Total participants

0.0% from 2020

Average account balance

$409,912

-28.2% from 2020

Annual return

-1.83%

+0.25 pp from 2020

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.42M

Not enough data

1 years with asset history on file

Average account balance

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

$1.4M

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

0 years with headcount on file

Eligible Participants and Participation

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

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$77K

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

+40.02%

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing 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.
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.

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

$532K

$266210 / participant

Other / not subdivided$532K100.0%

% of EOY assets

64.943%

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

$409,912

$167,352+144.9%

$143,788+185.1%

$134,509+204.7%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-1.83%

0.47%-2.3pp

-0.03%-1.8pp

418.13%-420.0pp

Employer contribution / active EE

$5,620-100.0%

$4,952-100.0%

$4,741-100.0%

Participant deferral / active EE

$55,980

$6,447+768.3%

$5,638+892.9%

$6,400+774.6%

Admin fee / account holder

$266,210

$18,091+1371.5%

$14,675+1714.0%

$11,427+2229.7%

SWETLAND ANESTHESIA ASSOCIATED, PC. 401 K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SWETLAND ANESTHESIA ASSOCIATED, PC. 401 K PROFIT SHARING PLAN & 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