Retirement plan

CENTRAL PEDIATRICS MEDICAL GROUP, INC. PROFIT SHARING PLAN

Name: CENTRAL PEDIATRICS MEDICAL GROUP, INC. - CENTRAL PEDIATRICS MEDICAL GROUP, INC. PROFIT SHARING PLAN (2023) Form 5500
Creator: CENTRAL PEDIATRICS MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL PEDIATRICS MEDICAL GROUP, INC. PROFIT SHARING PLAN, CENTRAL PEDIATRICS MEDICAL GROUP, INC.

CENTRAL PEDIATRICS MEDICAL GROUP, INC.EIN 33-0763441Plan #002PY 2023

12598 CENTRAL AVE., STE. A - CHINO, CA 91710909-364-1234

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

+19.9% from 2022

Total participants

+14.3% from 2022

Average account balance

$361,395

+4.9% from 2022

Annual return

14.21%

+29.90 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.94M

Not enough data

1 years with asset history on file

Average account balance

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

$438K

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

$141K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$35K

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

+31.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$368

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 codes2E2J3D

Plan features

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.
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

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.

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

$361,395

$175,259+106.2%

$149,723+141.4%

$139,487+159.1%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

14.21%

166.82%-152.6pp

134.50%-120.3pp

373.84%-359.6pp

Employer contribution / active EE

$15,565

$5,478+184.1%

$4,821+222.8%

$4,755+227.4%

Participant deferral / active EE

$12,000

$6,522+84.0%

$5,682+111.2%

$6,713+78.8%

Admin fee / account holder

$16,158-100.0%

$13,215-100.0%

$11,407-100.0%

CENTRAL PEDIATRICS MEDICAL GROUP, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CENTRAL PEDIATRICS MEDICAL GROUP, INC. 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