Retirement plan

EYE SITE SACRAMENTO MEDICAL GRP, INC. 401(K) PLAN

Name: EYE SITE SACRAMENTO MEDICAL GROUP, INC. - EYE SITE SACRAMENTO MEDICAL GRP, INC. 401(K) PLAN (2022) Form 5500
Creator: EYE SITE SACRAMENTO MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EYE SITE SACRAMENTO MEDICAL GRP, INC. 401(K) PLAN, EYE SITE SACRAMENTO MEDICAL GROUP, INC.

EYE SITE SACRAMENTO MEDICAL GROUP, INC.EIN 57-1185919Plan #002PY 2022

4925 J STREET - SACRAMENTO, CA 95819916-452-8105

Other plans on this EIN

1 filing

#003Retirement--

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.8M

-8.4% from 2021

Total participants

+11.1% from 2021

Average account balance

$240,209

-17.5% from 2021

Annual return

-11.46%

-19.66 pp from 2021

Benchmarks

See 105,950 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,950 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.69M

Not enough data

1 years with asset history on file

Average account balance

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

$162K

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.

116.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$327K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+10.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$683

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$240,209

$167,362+43.5%

$143,799+67.0%

$134,532+78.6%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-11.46%

0.47%-11.9pp

-0.04%-11.4pp

418.27%-429.7pp

Employer contribution / active EE

$9,031

$5,620+60.7%

$4,952+82.4%

$4,741+90.5%

Participant deferral / active EE

$4,500

$6,447-30.2%

$5,638-20.2%

$6,401-29.7%

Admin fee / account holder

$18,094-100.0%

$14,677-100.0%

$11,429-100.0%

EYE SITE SACRAMENTO MEDICAL GRP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EYE SITE SACRAMENTO MEDICAL GRP, INC. 401(K) 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