Retirement plan

THE CUNNINGHAM MEDICAL GROUP, INC. 401(K) PSP

Name: THE CUNNINGHAM MEDICAL GROUP, INC. - THE CUNNINGHAM MEDICAL GROUP, INC. 401(K) PSP (2024) Form 5500
Creator: THE CUNNINGHAM MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CUNNINGHAM MEDICAL GROUP, INC. 401(K) PSP, THE CUNNINGHAM MEDICAL GROUP, INC.

THE CUNNINGHAM MEDICAL GROUP, INC.EIN 47-4360988Plan #001PY 2024

1251 POPLAR SPRING ROAD - CHULA VISTA, CA 91915909-222-5613thecunninghamgroup.comLinkedIn1-10 employeespublic relations and communications

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$172K

+14.2% from 2023

Total participants

0.0% from 2023

Average account balance

$86,107

+14.2% from 2023

Annual return

14.17%

-5.21 pp from 2023

Benchmarks

See 109,510 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,510 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$172K

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2J2T3B

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$40

$20 / participant

Other / not subdivided$40100.0%

% of EOY assets

0.023%

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

$86,107

$183,627-53.1%

$155,602-44.7%

$145,978-41.0%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

14.17%

61.32%-47.1pp

64.81%-50.6pp

550.52%-536.3pp

Employer contribution / active EE

$5,316-100.0%

$4,675-100.0%

$4,662-100.0%

Participant deferral / active EE

$6,466-100.0%

$5,629-100.0%

$6,690-100.0%

Admin fee / account holder

$20

$19,327-99.9%

$15,923-99.9%

$13,400-99.9%

THE CUNNINGHAM MEDICAL GROUP, INC. 401(K) PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CUNNINGHAM MEDICAL GROUP, INC. 401(K) PSP

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