Retirement plan

LOMITA CARE PHARMACY, INC. 401(K) PROFIT SHARING PLAN

Name: LOMITA CARE PHARMACY, INC. - LOMITA CARE PHARMACY, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: LOMITA CARE PHARMACY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOMITA CARE PHARMACY, INC. 401(K) PROFIT SHARING PLAN, LOMITA CARE PHARMACY, INC.

LOMITA CARE PHARMACY, INC.EIN 46-4825858Plan #002PY 2020

3655 LOMITA BLVD., STE 102 - TORRANCE, CA 905051900310-378-4999LinkedIn1-10 employeescosmetics

Other plans on this EIN

1 filing

#001Retirement-$812K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$191K

No prior year

Total participants

No prior year

Average account balance

$63,508

No prior year

Annual return

13.11%

No prior year

Benchmarks

See 18,868 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,868 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$454K

Not enough data

1 years with asset history on file

Average account balance

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

$227K

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

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+12.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3374

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$63,508

$112,933-43.8%

$90,970-30.2%

$158,982-60.1%

Participation rate

100.0%

74.7%+25.3pp

69.0%+31.0pp

82.0%+18.0pp

Annual return

13.11%

215.82%-202.7pp

134.60%-121.5pp

302.99%-289.9pp

Employer contribution / active EE

$7,203

$2,893+148.9%

$2,122+239.5%

$4,763+51.2%

Participant deferral / active EE

$13,000

$4,128+214.9%

$3,373+285.4%

$5,983+117.3%

Admin fee / account holder

$8,047-100.0%

$5,961-100.0%

$11,252-100.0%

LOMITA CARE PHARMACY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LOMITA CARE PHARMACY, INC. 401(K) PROFIT SHARING 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