Retirement plan

CENTRAL VALLEY FOOT AND ANKLE, INC. 401(K) PROFIT SHARING PLAN

Name: CENTRAL VALLEY FOOT AND ANKLE, INC. - CENTRAL VALLEY FOOT AND ANKLE, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: CENTRAL VALLEY FOOT AND ANKLE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL VALLEY FOOT AND ANKLE, INC. 401(K) PROFIT SHARING PLAN, CENTRAL VALLEY FOOT AND ANKLE, INC.

CENTRAL VALLEY FOOT AND ANKLE, INC.EIN 45-4348403Plan #001PY 2016

116 N AKERS STREET - VISALIA, CA 93291559-636-3668

Other plans on this EIN

1 filing

#002Retirement-$146K assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$159K

+489.4% from 2015

Total participants

+66.7% from 2015

Average account balance

$31,806

+253.6% from 2015

Annual return

463.26%

+462.62 pp from 2015

Benchmarks

See 109,100 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,100 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

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

+71.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1287

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 codes2E2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$447 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.843%

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

$31,806

$181,898-82.5%

$156,551-79.7%

$273,968-88.4%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

463.26%

30.74%+432.5pp

32.23%+431.0pp

41.45%+421.8pp

Employer contribution / active EE

$1,866

$6,248-70.1%

$5,501-66.1%

$4,869-61.7%

Participant deferral / active EE

$487

$5,550-91.2%

$4,871-90.0%

$5,287-90.8%

Admin fee / account holder

$268

$15,560-98.3%

$13,028-97.9%

$10,132-97.4%

CENTRAL VALLEY FOOT AND ANKLE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL VALLEY FOOT AND ANKLE, 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