Profile
The 401(K) Plan and Trust of Physician's Endoscopy, LLC in Jamison, PA is in Pennsylvania, its EIN is 911882702, its industry group is Offices of Physicians, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, in the nationwide top 250 in total assets, provides for automatic enrollment, is a single-employer plan, its business code is 621111, has 500 to 999 total participants, is better than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, and diversity of asset types (4 total), is worse than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, and employer contributions per active participant (4 total), and is higher than the overall administrative medians in each of other administrative expenses, total administrative expenses, and total administrative expense ratio.
Numeric values:
- total assets ($48,837,202)
- net assets (assets minus liabilities) ($48.80M)
- total assets at beginning of plan year ($42,314,820)
- value of interest in registered investment companies (e.g., mutual funds) ($36.90M)
- total income ($11,712,565)
- value of interest in pooled separate accounts ($11,447,565)
- total contributions ($6,675,363)
- net income ($6,522,382)
- total expenses ($5,190,183)
- earnings on investments ($5,037,013)
- net earnings on investments ($5,037,013)
- cash contributions from participants ($3,742,371)
- cash contributions from employers ($2,214,797)
- receivables - employer contributions ($517,171)
- other administrative expenses ($156,064)
- total administrative expenses ($156,064)
- average account balance ($49,682)
- participant loans ($9,972)
- net income per total participant ($6,635)
- average participant cash contribution per active participant ($4,547)
- average employer cash contribution per active participant ($2,691)
- receivables - participant contributions ($1,722)
- total administrative expense per participant ($158.76)
- total noninterest-bearing cash ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in common/collective trusts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- contract administrator fees ($0)
- investment advisory and management fees ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (83.7%)
- diversity of asset types (19.0%)
- yield on beginning-of-plan-year total assets (11.90%)
- total administrative expense ratio (0.320%)
- participant loans as a percentage of plan assets (0.02%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (823)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (983)
- other retired or separated participants entitled to future benefits (160)
- retired or separated participants receiving benefits (0)
- total participants (983)