Retirement plan

CRESCENT VIEW MEDICAL CLINICS, PA 401K PLAN

Name: CRESCENT VIEW MEDICAL CLINICS, P.A - CRESCENT VIEW MEDICAL CLINICS, PA 401K PLAN (2016) Form 5500
Creator: CRESCENT VIEW MEDICAL CLINICS, P.A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRESCENT VIEW MEDICAL CLINICS, PA 401K PLAN, CRESCENT VIEW MEDICAL CLINICS, P.A

CRESCENT VIEW MEDICAL CLINICS, P.AEIN 45-2547088Plan #001PY 2016

2700 CITIZENS PLAZA, STE 100 - VICTORIA, TX 77901361-579-1371LinkedIn1-10 employeesmedical practice

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$26K

+192.9% from 2015

Total participants

+100.0% from 2015

Average account balance

$12,879

+46.5% from 2015

Annual return

14.20%

+14.20 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$523K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$687

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$12,879

$181,896-92.9%

$156,551-91.8%

$273,972-95.3%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

14.20%

30.74%-16.5pp

32.23%-18.0pp

41.46%-27.3pp

Employer contribution / active EE

$3,551

$6,248-43.2%

$5,501-35.5%

$4,869-27.1%

Participant deferral / active EE

$4,308

$5,550-22.4%

$4,871-11.6%

$5,287-18.5%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

CRESCENT VIEW MEDICAL CLINICS, PA 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CRESCENT VIEW MEDICAL CLINICS, PA 401K 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