Retirement plan

COAST INTERNAL MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Name: COAST INTERNAL MEDICAL ASSOCIATES - COAST INTERNAL MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: COAST INTERNAL MEDICAL ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COAST INTERNAL MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN, COAST INTERNAL MEDICAL ASSOCIATES

COAST INTERNAL MEDICAL ASSOCIATESEIN 33-0955280Plan #001PY 2017

10861 CHERRY STREET, SUITE 301 - LOS ALAMITOS, CA 90702562-431-3535LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$942K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$932K

+12.5% from 2016

Total participants

-20.0% from 2016

Average account balance

$233,088

+40.6% from 2016

Annual return

11.77%

+6.96 pp from 2016

Benchmarks

See 106,910 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,910 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.95M

Not enough data

1 years with asset history on file

Average account balance

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

$486K

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

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+9.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17297

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2J2R3D

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).
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$41K

$10336 / participant

Other / not subdivided$41K100.0%

% of EOY assets

4.434%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$233,088

$198,466+17.4%

$170,442+36.8%

$147,584+57.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

11.77%

257.29%-245.5pp

205.93%-194.2pp

578.55%-566.8pp

Employer contribution / active EE

$2,062

$6,184-66.7%

$5,433-62.0%

$4,876-57.7%

Participant deferral / active EE

$9,675

$5,629+71.9%

$4,939+95.9%

$5,439+77.9%

Admin fee / account holder

$10,336

$16,852-38.7%

$13,880-25.5%

$10,885-5.1%

COAST INTERNAL MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COAST INTERNAL MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

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