Retirement plan

PASADENA FAMILY MEDICINE 401(K) PROFIT SHARING PLAN

Name: PASADENA FAMILY MEDICINE - PASADENA FAMILY MEDICINE 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: PASADENA FAMILY MEDICINE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PASADENA FAMILY MEDICINE 401(K) PROFIT SHARING PLAN, PASADENA FAMILY MEDICINE

PASADENA FAMILY MEDICINEEIN 56-2468269Plan #001PY 2017

50 BELLEFONTAINE ST. #403 - PASADENA, CA 91105626-792-1912huntingtonmed.comLinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$422K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$463K

+25.4% from 2016

Total participants

+18.2% from 2016

Average account balance

$35,631

+6.1% from 2016

Annual return

9.73%

+1.30 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.82M

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

190.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+20.65%

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 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.

Expense breakdown

Schedule H Part II

Admin total

$3K

$241 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.572%

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

$35,631

$198,462-82.0%

$170,439-79.1%

$147,585-75.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

9.73%

257.30%-247.6pp

205.94%-196.2pp

578.58%-568.9pp

Employer contribution / active EE

$3,310

$6,184-46.5%

$5,433-39.1%

$4,876-32.1%

Participant deferral / active EE

$2,182

$5,629-61.2%

$4,939-55.8%

$5,439-59.9%

Admin fee / account holder

$204

$16,852-98.8%

$13,881-98.5%

$10,886-98.1%

PASADENA FAMILY MEDICINE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PASADENA FAMILY MEDICINE 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