Retirement plan

CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN

Name: CAMPBELL CLINIC, P.C. - CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN (2023) 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 2023

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

Other plans on this EIN

1 filing

#001Retirement-$127.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$32.6M

+18.8% from 2022

Total participants

428

-1.8% from 2022

Average account balance

No prior year

Annual return

14.34%

+28.57 pp from 2022

Benchmarks

See 152 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined benefit

Participants250-999

Cohort152 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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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

See the 10-year trajectory. $4.99 for your first month.

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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

See 1 actuary disclosure. $4.99 for your first month.

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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

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CBIZ CPAS P.C.
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$3,299,877-100.0%

$250,986-100.0%

$3,299,877-100.0%

Participation rate

0.0%

0.0%0pp

50.6%-50.6pp

2.3%-2.3pp

Annual return

14.34%

17.94%-3.6pp

32.30%-18.0pp

37.74%-23.4pp

Employer contribution / active EE

$6,928

$10,320-32.9%

$33,955-79.6%

$15,781-56.1%

Participant deferral / active EE

$180-100.0%

$43-100.0%

$732-100.0%

Admin fee / account holder

$9,287-100.0%

$10,141-100.0%

$9,287-100.0%

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