Retirement plan

ASPEN PEDIATRIC CLINIC, INC. 401(K) PROFIT SHARING PLAN

Name: ASPEN PEDIATRIC CLINIC,INC. - ASPEN PEDIATRIC CLINIC, INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: ASPEN PEDIATRIC CLINIC,INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASPEN PEDIATRIC CLINIC, INC. 401(K) PROFIT SHARING PLAN, ASPEN PEDIATRIC CLINIC,INC.

ASPEN PEDIATRIC CLINIC,INC.EIN 13-4284732Plan #002PY 2021

15203 11TH ST STE C - VICTORVILLE, CA 923953737760-951-9985aspenpediatrics.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$3.4M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$36K

No prior year

Total participants

No prior year

Average account balance

$7,164

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$253K

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

225.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+8.83%

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$7,164

$217,432-96.7%

$185,851-96.1%

$167,553-95.7%

Participation rate

80.0%

86.1%-6.1pp

81.7%-1.7pp

82.1%-2.1pp

Annual return

0.00%

148.43%-148.4pp

122.11%-122.1pp

478.89%-478.9pp

Employer contribution / active EE

$1,921

$5,874-67.3%

$5,168-62.8%

$4,840-60.3%

Participant deferral / active EE

$5,367

$6,357-15.6%

$5,569-3.6%

$6,343-15.4%

Admin fee / account holder

$19,820-100.0%

$16,245-100.0%

$12,316-100.0%

ASPEN PEDIATRIC CLINIC, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ASPEN PEDIATRIC CLINIC, INC. 401(K) PROFIT SHARING 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