Retirement plan

LOS ANGELES PROFESSIONAL PRACTICE MANAGEMENT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Name: L.A. PROF. PRACT. MGMT. ASSOC., LLC - LOS ANGELES PROFESSIONAL PRACTICE MANAGEMENT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: L.A. PROF. PRACT. MGMT. ASSOC., LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOS ANGELES PROFESSIONAL PRACTICE MANAGEMENT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN, L.A. PROF. PRACT. MGMT. ASSOC., LLC

L.A. PROF. PRACT. MGMT. ASSOC., LLCEIN 33-0869380Plan #002PY 2022

1015 NORTH RIDGELINE ROAD - ORANGE, CA 92869714-612-0576

Other plans on this EIN

1 filing

#003Retirement-$293K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

-2.6% from 2021

Total participants

0.0% from 2021

Average account balance

$645,971

-2.6% from 2021

Annual return

-4.85%

-9.21 pp from 2021

Benchmarks

See 133,872 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,872 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.30M

Not enough data

1 years with asset history on file

Average account balance

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

$575K

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

$72K

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

+12.94%

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 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

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

$645,971

$138,102+367.7%

$125,381+415.2%

$134,532+380.2%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-4.85%

750.73%-755.6pp

572.31%-577.2pp

418.27%-423.1pp

Employer contribution / active EE

$6,100

$5,245+16.3%

$4,815+26.7%

$4,741+28.7%

Participant deferral / active EE

$9,000

$7,801+15.4%

$7,448+20.8%

$6,401+40.6%

Admin fee / account holder

$11,568-100.0%

$10,007-100.0%

$11,429-100.0%

LOS ANGELES PROFESSIONAL PRACTICE MANAGEMENT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LOS ANGELES PROFESSIONAL PRACTICE MANAGEMENT ASSOCIATES, LLC 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