Retirement plan

SAMUEL R. CHACON, M. D. , P. C. 401(K) PROFIT SHARING PLAN

Name: SAMUEL R. CHACON, M.D., P.C. - SAMUEL R. CHACON, M. D. , P. C. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: SAMUEL R. CHACON, M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAMUEL R. CHACON, M. D. , P. C. 401(K) PROFIT SHARING PLAN, SAMUEL R. CHACON, M.D., P.C.

SAMUEL R. CHACON, M.D., P.C.EIN 45-4749237Plan #002PY 2021

540 W. PLUMB LN. SUITE 200 - RENO, NV 89509775-870-1521

Other plans on this EIN

1 filing

#001Retirement-$1.3M assets

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$356K

+24.4% from 2020

Total participants

+12.5% from 2020

Average account balance

$39,576

+10.6% from 2020

Annual return

13.02%

-9.69 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$280K

Not enough data

1 years with asset history on file

Average account balance

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

$140K

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

$777

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$389

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

+10.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14986

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 codes2E2J3D

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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$812

$90 / participant

Other / not subdivided$812100.0%

% of EOY assets

0.228%

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

$39,576

$217,432-81.8%

$185,851-78.7%

$167,553-76.4%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

13.02%

148.43%-135.4pp

122.11%-109.1pp

478.89%-465.9pp

Employer contribution / active EE

$3,333

$5,874-43.3%

$5,168-35.5%

$4,840-31.1%

Participant deferral / active EE

$378

$6,357-94.1%

$5,569-93.2%

$6,343-94.0%

Admin fee / account holder

$90

$19,820-99.5%

$16,245-99.4%

$12,316-99.3%

SAMUEL R. CHACON, M. D. , P. C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAMUEL R. CHACON, M. D. , P. C. 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