Retirement plan

TEMECULA VALLEY EMERGENCY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

Name: TEMECULA VALLEY EMERGENCY MEDICAL ASSOCIATES - TEMECULA VALLEY EMERGENCY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: TEMECULA VALLEY EMERGENCY MEDICAL ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEMECULA VALLEY EMERGENCY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST, TEMECULA VALLEY EMERGENCY MEDICAL ASSOCIATES

TEMECULA VALLEY EMERGENCY MEDICAL ASSOCIATESEIN 33-0629949Plan #004PY 2016

27890 CLINTON KEITH ROAD, STE. D484 - MURRIETA, CA 925628554LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#005Retirement-$232K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$293K

+36.6% from 2015

Total participants

0.0% from 2015

Average account balance

$41,834

+36.6% from 2015

Annual return

9.44%

+13.79 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.29M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+19.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26446

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 codes2E2G2J2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$690

$99 / participant

Other / not subdivided$690100.0%

% of EOY assets

0.236%

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

$41,834

$181,896-77.0%

$156,551-73.3%

$273,972-84.7%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

9.44%

30.74%-21.3pp

32.23%-22.8pp

41.46%-32.0pp

Employer contribution / active EE

$3,842

$6,248-38.5%

$5,501-30.2%

$4,869-21.1%

Participant deferral / active EE

$4,583

$5,550-17.4%

$4,871-5.9%

$5,287-13.3%

Admin fee / account holder

$99

$15,560-99.4%

$13,028-99.2%

$10,133-99.0%

TEMECULA VALLEY EMERGENCY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEMECULA VALLEY EMERGENCY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

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