Retirement plan

CENTRAL COUNTY CHEST MEDICAL GROUP, INC. PROFIT SHARING PLAN

Name: CENTRAL COUNTY CHEST MEDICAL GROUP, INC. - CENTRAL COUNTY CHEST MEDICAL GROUP, INC. PROFIT SHARING PLAN (2020) Form 5500
Creator: CENTRAL COUNTY CHEST MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL COUNTY CHEST MEDICAL GROUP, INC. PROFIT SHARING PLAN, CENTRAL COUNTY CHEST MEDICAL GROUP, INC.

CENTRAL COUNTY CHEST MEDICAL GROUP, INC.EIN 58-1857785Plan #002PY 2020

11180 WARNER AVENUE, SUITE 271 - FOUNTAIN VALLEY, CA 92708714-979-2825LinkedIn1-10 employeesmedical practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$457K

+19.1% from 2019

Total participants

0.0% from 2019

Average account balance

$114,272

+19.1% from 2019

Annual return

0.85%

-371.43 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$206K

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

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+20.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1690

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 codes2E2J2G3D

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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$114,272

$209,422-45.4%

$178,503-36.0%

$158,982-28.1%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

0.85%

188.81%-188.0pp

151.12%-150.3pp

302.99%-302.1pp

Employer contribution / active EE

$13,791

$5,707+141.6%

$5,011+175.2%

$4,763+189.5%

Participant deferral / active EE

$3,750

$5,955-37.0%

$5,202-27.9%

$5,983-37.3%

Admin fee / account holder

$17,079-100.0%

$13,987-100.0%

$11,252-100.0%

CENTRAL COUNTY CHEST MEDICAL GROUP, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CENTRAL COUNTY CHEST MEDICAL GROUP, INC. 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