Retirement plan

CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER 401K PROFIT SHARING PLAN

Name: CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER A MEDICAL CORPORATION - CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER 401K PROFIT SHARING PLAN (2023) Form 5500
Creator: CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER A MEDICAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER 401K PROFIT SHARING PLAN, CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER A MEDICAL CORPORATION

CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER A MEDICAL CORPORATIONEIN 68-0423032Plan #003PY 2023

1504 EUREKA ROAD SUITE 150 - ROSEVILLE, CA 95661916-453-8696LinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+10.7% from 2022

Total participants

0.0% from 2022

Average account balance

$36,649

+10.7% from 2022

Annual return

14.14%

+29.60 pp from 2022

Benchmarks

See 20,797 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,797 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.58M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

216.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3819

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 codes2E2G2J3D

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$205K

$7866 / participant

Other / not subdivided$205K100.0%

% of EOY assets

8.328%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$36,649

$77,920-53.0%

$149,723-75.5%

$75,177-51.2%

Participation rate

100.0%

65.6%+34.4pp

78.8%+21.2pp

67.2%+32.8pp

Annual return

14.14%

31.72%-17.6pp

134.50%-120.4pp

160.75%-146.6pp

Employer contribution / active EE

$2,153

$3,138-31.4%

$4,821-55.3%

$2,671-19.4%

Participant deferral / active EE

$2,383

$3,411-30.2%

$5,682-58.1%

$4,126-42.3%

Admin fee / account holder

$3,052

$5,951-48.7%

$13,215-76.9%

$5,651-46.0%

CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion