Retirement plan

ADVANCED INTERNAL MEDICINE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Name: ADVANCED INTERNAL MEDICINE ASSOCIATES, INC. - ADVANCED INTERNAL MEDICINE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: ADVANCED INTERNAL MEDICINE ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED INTERNAL MEDICINE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, ADVANCED INTERNAL MEDICINE ASSOCIATES, INC.

ADVANCED INTERNAL MEDICINE ASSOCIATES, INC.EIN 46-4475393Plan #001PY 2015

1111 W. FOURTH STREET, BLDG B - MADERA, CA 93637559-662-2700

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$435K

No prior year

Total participants

No prior year

Average account balance

$72,576

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 102,329 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,329 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.79M

Not enough data

1 years with asset history on file

Average account balance

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

$559K

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.

62.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$122K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12638

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 codes2E2G2J

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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$817

$82 / participant

Other / not subdivided$817100.0%

% of EOY assets

0.188%

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

$72,576

$168,636-57.0%

$147,618-50.8%

$125,388-42.1%

Participation rate

60.0%

88.8%-28.8pp

84.6%-24.6pp

83.2%-23.2pp

Annual return

0.00%

77.65%-77.6pp

61.98%-62.0pp

282.24%-282.2pp

Employer contribution / active EE

$2,034

$6,252-67.5%

$5,565-63.4%

$4,866-58.2%

Participant deferral / active EE

$6,525

$5,507+18.5%

$4,895+33.3%

$5,352+21.9%

Admin fee / account holder

$136

$13,580-99.0%

$11,612-98.8%

$9,541-98.6%

ADVANCED INTERNAL MEDICINE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED INTERNAL MEDICINE ASSOCIATES, 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