Retirement plan

PEARSON PHARMA PARTNERS 401(K) PROFIT SHARING PLAN

Name: PEARSON PHARMA PARTNERS - PEARSON PHARMA PARTNERS 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: PEARSON PHARMA PARTNERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEARSON PHARMA PARTNERS 401(K) PROFIT SHARING PLAN, PEARSON PHARMA PARTNERS

PEARSON PHARMA PARTNERSEIN 26-3244658Plan #002PY 2024

5776 LINDERO CANYON ROAD, SUITE D-2 - WESTLAKE VILLAGE, CA 91362650-308-4526LinkedIn11-50 employees

Other plans on this EIN

1 filing

#003Retirement-$406K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$6.8M

+32.7% from 2023

Total participants

0.0% from 2023

Average account balance

$3,381,923

+32.7% from 2023

Annual return

31.17%

-8.45 pp from 2023

Benchmarks

See 144,092 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort144,092 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.76M

Not enough data

1 years with asset history on file

Average account balance

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

$3.4M

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

1 years with headcount on file

Eligible Participants and Participation

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

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

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

+31.17%

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$3,381,923

$159,934+2014.6%

$147,005+2200.5%

$145,959+2217.0%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

31.17%

98.24%-67.1pp

418.76%-387.6pp

561.95%-530.8pp

Employer contribution / active EE

$9,071

$5,287+71.6%

$4,934+83.8%

$4,661+94.6%

Participant deferral / active EE

$30,500

$8,427+261.9%

$8,070+278.0%

$6,689+356.0%

Admin fee / account holder

$15,053-100.0%

$13,006-100.0%

$13,398-100.0%

PEARSON PHARMA PARTNERS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PEARSON PHARMA PARTNERS 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