Retirement plan

BAYSIDE ANESTHESIA MEDICAL GROUP PROFIT SHARING 401K PLAN

Name: BAYSIDE ANESTHESIA MEDICAL GROUP - BAYSIDE ANESTHESIA MEDICAL GROUP PROFIT SHARING 401K PLAN (2022) Form 5500
Creator: BAYSIDE ANESTHESIA MEDICAL GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAYSIDE ANESTHESIA MEDICAL GROUP PROFIT SHARING 401K PLAN, BAYSIDE ANESTHESIA MEDICAL GROUP

BAYSIDE ANESTHESIA MEDICAL GROUPEIN 95-4488789Plan #002PY 2022

400 N TUSTIN AVENUE, SUITE 400 - SANTA ANA, CA 92705626-795-6596

Prospect flagsHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$369K

+30.6% from 2021

Total participants

0.0% from 2021

Average account balance

$369,395

+30.6% from 2021

Annual return

22.58%

-6.61 pp from 2021

Benchmarks

See 105,950 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,950 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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

1 years with headcount on file

Eligible Participants and Participation

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

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

-0.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9684

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 codes2E2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$369,395

$167,362+120.7%

$143,799+156.9%

$134,532+174.6%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

22.58%

0.47%+22.1pp

-0.04%+22.6pp

418.27%-395.7pp

Employer contribution / active EE

$22,611

$5,620+302.3%

$4,952+356.6%

$4,741+376.9%

Participant deferral / active EE

$6,447-100.0%

$5,638-100.0%

$6,401-100.0%

Admin fee / account holder

$18,094-100.0%

$14,677-100.0%

$11,429-100.0%

BAYSIDE ANESTHESIA MEDICAL GROUP PROFIT SHARING 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BAYSIDE ANESTHESIA MEDICAL GROUP PROFIT SHARING 401K PLAN

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