Retirement plan

PAULSON-CHEN MEDICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

Name: PAULSON-CHEN MEDICAL ASSOCIATES, PC - PAULSON-CHEN MEDICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: PAULSON-CHEN MEDICAL ASSOCIATES, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAULSON-CHEN MEDICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN, PAULSON-CHEN MEDICAL ASSOCIATES, PC

PAULSON-CHEN MEDICAL ASSOCIATES, PCEIN 47-1041865Plan #001PY 2020

20905 GOLDEN SPRINGS DR, - DIAMOND BAR, CA 91789714-262-0284LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$349K

+39.8% from 2019

Total participants

0.0% from 2019

Average account balance

$49,893

+39.8% from 2019

Annual return

17.48%

-6.89 pp from 2019

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$614K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.37%

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 codes2F2J2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$780

$111 / participant

Other / not subdivided$780100.0%

% of EOY assets

0.223%

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

$49,893

$209,425-76.2%

$178,499-72.0%

$158,966-68.6%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

17.48%

188.80%-171.3pp

151.10%-133.6pp

302.95%-285.5pp

Employer contribution / active EE

$4,689

$5,707-17.8%

$5,011-6.4%

$4,762-1.5%

Participant deferral / active EE

$3,379

$5,955-43.3%

$5,202-35.1%

$5,983-43.5%

Admin fee / account holder

$111

$17,078-99.3%

$13,986-99.2%

$11,250-99.0%

PAULSON-CHEN MEDICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAULSON-CHEN MEDICAL ASSOCIATES, PC 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