Retirement plan

CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN

Name: CAMPBELL CLINIC, P.C. - CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN (2021) Form 5500
Creator: CAMPBELL CLINIC, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN, CAMPBELL CLINIC, P.C.

CAMPBELL CLINIC, P.C.EIN 62-0811256Plan #003PY 2021

1400 SOUTH GERMANTOWN RD. - GERMANTOWN, TN 38138901-759-3105LinkedIn51-200 employeeshealth, wellness and fitness

Other plans on this EIN

1 filing

#001Retirement-$128.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$31.1M

+11.2% from 2020

Total participants

411

+3.3% from 2020

Average account balance

No prior year

Annual return

12.49%

-3.93 pp from 2020

Benchmarks

See 183 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined benefit

Participants100-249

Cohort183 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.58M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

175

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$692K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.65%

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

1 years with F_SCH_H allocation on file

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1C3H

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MAYER HOFFMAN MCCANN PC
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,600-100.0%

$227,282-100.0%

$82,186-100.0%

Participation rate

0.0%

14.3%-14.3pp

35.4%-35.4pp

3.6%-3.6pp

Annual return

12.49%

10.11%+2.4pp

10.75%+1.7pp

11.84%+0.7pp

Employer contribution / active EE

$5,747

$14,976-61.6%

$35,170-83.7%

$17,339-66.9%

Participant deferral / active EE

$126-100.0%

$82-100.0%

$683-100.0%

Admin fee / account holder

$266-100.0%

$4,611-100.0%

$409-100.0%

CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Audit opinioni

CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion