Retirement plan

JUST FOR YOUR HEALTH MEDICAL GROUP RETIREMENT PLAN

Name: JUST FOR YOUR HEALTH MEDICAL GROUP - JUST FOR YOUR HEALTH MEDICAL GROUP RETIREMENT PLAN (2022) Form 5500
Creator: JUST FOR YOUR HEALTH MEDICAL GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUST FOR YOUR HEALTH MEDICAL GROUP RETIREMENT PLAN, JUST FOR YOUR HEALTH MEDICAL GROUP

JUST FOR YOUR HEALTH MEDICAL GROUPEIN 46-3647692Plan #002PY 2022

43433 MISSION BLVD., SUITE 102 - FREMONT, CA 94539510-573-6269

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$190K

No prior year

Total participants

No prior year

Average account balance

$63,333

No prior year

Annual return

-33.70%

No prior year

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$555K

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+43.34%

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 codes2E2J3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$63,333

$167,353-62.2%

$143,797-56.0%

$134,545-52.9%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-33.70%

0.48%-34.2pp

-0.04%-33.7pp

418.37%-452.1pp

Employer contribution / active EE

$8,183

$5,620+45.6%

$4,952+65.2%

$4,742+72.6%

Participant deferral / active EE

$6,833

$6,447+6.0%

$5,638+21.2%

$6,401+6.7%

Admin fee / account holder

$18,096-100.0%

$14,679-100.0%

$11,431-100.0%

JUST FOR YOUR HEALTH MEDICAL GROUP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JUST FOR YOUR HEALTH MEDICAL GROUP RETIREMENT 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