Retirement plan

CALIFORNIA SPINE CENTER 401(K) PROFIT SHARING PLAN

Name: CALIFORNIA SPINE CENTER, A PROFESSIONAL MEDICAL CORPORATION - CALIFORNIA SPINE CENTER 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: CALIFORNIA SPINE CENTER, A PROFESSIONAL MEDICAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALIFORNIA SPINE CENTER 401(K) PROFIT SHARING PLAN, CALIFORNIA SPINE CENTER, A PROFESSIONAL MEDICAL CORPORATION

CALIFORNIA SPINE CENTER, A PROFESSIONAL MEDICAL CORPORATIONEIN 56-2647754Plan #001PY 2018

2123 YGNACIO VALLEY ROAD, SUITE 200 - WALNUT CREEK, CA 94598925-926-0195LinkedIn1-10 employees

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$895K

-0.9% from 2017

Total participants

0.0% from 2017

Average account balance

$223,811

-25.7% from 2017

Annual return

-4.17%

-15.31 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.59M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

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

+19.42%

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$223,811

$180,459+24.0%

$154,108+45.2%

$135,380+65.3%

Participation rate

33.3%

87.4%-54.1pp

83.0%-49.7pp

82.6%-49.3pp

Annual return

-4.17%

888.21%-892.4pp

735.21%-739.4pp

519.81%-524.0pp

Employer contribution / active EE

$6,167

$6,035+2.2%

$5,298+16.4%

$4,779+29.0%

Participant deferral / active EE

$3,600

$5,806-38.0%

$5,081-29.1%

$5,609-35.8%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

CALIFORNIA SPINE CENTER 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CALIFORNIA SPINE CENTER 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