Retirement plan

STEVEN J. MCALLEN, M.D. 401 K PROFIT SHARING PLAN 2250 ORCHARD ROAD TEMPLETON CA 93465

Name: STEVEN J. MCALLEN, MD 401 K PROFIT SHARING PLAN - STEVEN J. MCALLEN, M.D. 401 K PROFIT SHARING PLAN 2250 ORCHARD ROAD TEMPLETON CA 93465 (2019) Form 5500
Creator: STEVEN J. MCALLEN, MD 401 K PROFIT SHARING PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEVEN J. MCALLEN, M.D. 401 K PROFIT SHARING PLAN 2250 ORCHARD ROAD TEMPLETON CA 93465, STEVEN J. MCALLEN, MD 401 K PROFIT SHARING PLAN

STEVEN J. MCALLEN, MD 401 K PROFIT SHARING PLANEIN 33-0407069Plan #001PY 2019

2250 ORCHARD ROAD - TEMPLETON, CA 93465805-434-1166

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.3M

+24.5% from 2018

Total participants

0.0% from 2018

Average account balance

$451,315

+24.5% from 2018

Annual return

22.02%

+26.01 pp from 2018

Benchmarks

See 512 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Cohort512 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.38M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+9.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$224

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 codes2E2F2H2J2R3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$186

Other / not subdivided$186100.0%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$451,315

$282,106+60.0%

$172,752+161.3%

Participation rate

0.0%

64.8%-64.8pp

82.6%-82.6pp

Annual return

22.02%

12.00%+10.0pp

802.97%-780.9pp

Employer contribution / active EE

$1,776-100.0%

$5,144-100.0%

Participant deferral / active EE

$2,424-100.0%

$5,198-100.0%

Admin fee / account holder

$37

$24,081-99.8%

$13,955-99.7%

STEVEN J. MCALLEN, M.D. 401 K PROFIT SHARING PLAN 2250 ORCHARD ROAD TEMPLETON CA 93465

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEVEN J. MCALLEN, M.D. 401 K PROFIT SHARING PLAN 2250 ORCHARD ROAD TEMPLETON CA 93465

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion