Retirement plan

PATIENT CARE MEDICAL CENTER INC. RETIREMENT PLAN

Name: PATIENT CARE MEDICAL CENTER INC. - PATIENT CARE MEDICAL CENTER INC. RETIREMENT PLAN (2021) Form 5500
Creator: PATIENT CARE MEDICAL CENTER INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PATIENT CARE MEDICAL CENTER INC. RETIREMENT PLAN, PATIENT CARE MEDICAL CENTER INC.

PATIENT CARE MEDICAL CENTER INC.EIN 26-4238524Plan #002PY 2021

330 S. GARFIELD AVE., SUITE 248 - ALHAMBRA, CA 91801626-607-9406LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$5.2M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$851K

+29.6% from 2020

Total participants

0.0% from 2020

Average account balance

$283,811

+29.6% from 2020

Annual return

14.53%

-7.88 pp from 2020

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

$1.35M

Not enough data

1 years with asset history on file

Average account balance

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

$449K

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

$199K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$66K

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

+15.47%

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 codes2D2E2J2R3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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

$283,811

$217,432+30.5%

$185,851+52.7%

$167,553+69.4%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

14.53%

148.43%-133.9pp

122.11%-107.6pp

478.89%-464.4pp

Employer contribution / active EE

$9,200

$5,874+56.6%

$5,168+78.0%

$4,840+90.1%

Participant deferral / active EE

$23,833

$6,357+274.9%

$5,569+328.0%

$6,343+275.8%

Admin fee / account holder

$19,820-100.0%

$16,245-100.0%

$12,316-100.0%

PATIENT CARE MEDICAL CENTER INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PATIENT CARE MEDICAL CENTER INC. RETIREMENT 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