Retirement plan

JIMENEZ PHYSICAL THERAPY 401(K) PLAN

Name: JIMENEZ PHYSICAL THERAPY, INC. - JIMENEZ PHYSICAL THERAPY 401(K) PLAN (2022) 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 2022

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

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$304K

-14.7% from 2021

Total participants

0.0% from 2021

Average account balance

$75,902

-14.7% from 2021

Annual return

-26.15%

-45.16 pp from 2021

Benchmarks

See 105,950 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,950 peers

Snapshot2022

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 codes2F2J2R3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$80

$13 / participant

Other / not subdivided$80100.0%

% of EOY assets

0.026%

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

$75,902

$167,362-54.6%

$143,799-47.2%

$134,532-43.6%

Participation rate

66.7%

84.8%-18.2pp

80.3%-13.6pp

81.2%-14.6pp

Annual return

-26.15%

0.47%-26.6pp

-0.04%-26.1pp

418.27%-444.4pp

Employer contribution / active EE

$1,899

$5,620-66.2%

$4,952-61.7%

$4,741-59.9%

Participant deferral / active EE

$4,908

$6,447-23.9%

$5,638-12.9%

$6,401-23.3%

Admin fee / account holder

$20

$18,094-99.9%

$14,677-99.9%

$11,429-99.8%

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