Retirement plan

JIMENEZ PHYSICAL THERAPY 401(K) PLAN

Name: JIMENEZ PHYSICAL THERAPY, INC. - JIMENEZ PHYSICAL THERAPY 401(K) PLAN (2021) Form 5500
Creator: JIMENEZ PHYSICAL THERAPY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JIMENEZ PHYSICAL THERAPY 401(K) PLAN, JIMENEZ PHYSICAL THERAPY, INC.

JIMENEZ PHYSICAL THERAPY, INC.EIN 33-1133767Plan #001PY 2021

744 E. BULLARD AVE., SUITE 101 - FRESNO, CA 93710559-436-8155

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$356K

+33.8% from 2020

Total participants

-25.0% from 2020

Average account balance

$88,951

+67.2% from 2020

Annual return

19.02%

-5.27 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$687K

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+20.45%

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 codes2F2J2T3D

Plan features

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.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$627

$105 / participant

Other / not subdivided$627100.0%

% of EOY assets

0.176%

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

$88,951

$217,432-59.1%

$185,849-52.1%

$167,536-46.9%

Participation rate

66.7%

86.1%-19.4pp

81.7%-15.0pp

82.1%-15.4pp

Annual return

19.02%

148.42%-129.4pp

122.10%-103.1pp

478.82%-459.8pp

Employer contribution / active EE

$1,852

$5,875-68.5%

$5,169-64.2%

$4,839-61.7%

Participant deferral / active EE

$4,767

$6,357-25.0%

$5,569-14.4%

$6,342-24.8%

Admin fee / account holder

$157

$19,818-99.2%

$16,244-99.0%

$12,315-98.7%

JIMENEZ PHYSICAL THERAPY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JIMENEZ PHYSICAL THERAPY 401(K) 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