Retirement plan

INFINITE WOMEN'S CARE, INC. 401(K) PROFIT SHARING PLAN

Name: INFINITE WOMEN'S CARE, INC. - INFINITE WOMEN'S CARE, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: INFINITE WOMEN'S CARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INFINITE WOMEN'S CARE, INC. 401(K) PROFIT SHARING PLAN, INFINITE WOMEN'S CARE, INC.

INFINITE WOMEN'S CARE, INC.EIN 38-3936762Plan #001PY 2020

5151 NORTH PALM AVENUE, SUITE 920 - FRESNO, CA 93704559-224-7656LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#004Retirement--

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+34.4% from 2019

Total participants

0.0% from 2019

Average account balance

$88,787

+34.4% from 2019

Annual return

16.48%

+1.20 pp from 2019

Benchmarks

See 102,105 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,105 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$717K

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.00%

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 codes2E2J

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$213 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.203%

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

$88,787

$209,428-57.6%

$178,498-50.3%

$158,950-44.1%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

16.48%

188.78%-172.3pp

151.09%-134.6pp

302.91%-286.4pp

Employer contribution / active EE

$8,092

$5,707+41.8%

$5,011+61.5%

$4,762+69.9%

Participant deferral / active EE

$5,956

$5,9550%

$5,202+14.5%

$5,983-0.4%

Admin fee / account holder

$181

$17,077-98.9%

$13,985-98.7%

$11,248-98.4%

INFINITE WOMEN'S CARE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INFINITE WOMEN'S CARE, INC. 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