Retirement plan

SIERRA NEVADA MEDICAL IMAGING, A MEDICAL CORPORATION 401(K) PLAN

Name: SIERRA NEVADA MEDICAL IMAGING, A MEDICAL CORPORATION - SIERRA NEVADA MEDICAL IMAGING, A MEDICAL CORPORATION 401(K) PLAN (2022) Form 5500
Creator: SIERRA NEVADA MEDICAL IMAGING, A MEDICAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIERRA NEVADA MEDICAL IMAGING, A MEDICAL CORPORATION 401(K) PLAN, SIERRA NEVADA MEDICAL IMAGING, A MEDICAL CORPORATION

SIERRA NEVADA MEDICAL IMAGING, A MEDICAL CORPORATIONEIN 68-0464311Plan #002PY 2022

2155 SOUTH AVE., SUITE 24 - SOUTH LAKE TAHOE, CA 96150530-542-3000LinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#001Retirement-$2.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$742K

-12.8% from 2021

Total participants

-25.0% from 2021

Average account balance

$247,188

+16.2% from 2021

Annual return

-18.45%

-34.06 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.86M

Not enough data

1 years with asset history on file

Average account balance

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

$465K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$208K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$69K

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

+17.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1192

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

$88K

$29392 / participant

Other / not subdivided$88K100.0%

% of EOY assets

11.891%

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

$247,188

$167,353+47.7%

$143,797+71.9%

$134,545+83.7%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-18.45%

0.48%-18.9pp

-0.04%-18.4pp

418.37%-436.8pp

Employer contribution / active EE

$18,300

$5,620+225.6%

$4,952+269.5%

$4,742+285.9%

Participant deferral / active EE

$27,000

$6,447+318.8%

$5,638+378.9%

$6,401+321.8%

Admin fee / account holder

$29,392

$18,096+62.4%

$14,679+100.2%

$11,431+157.1%

SIERRA NEVADA MEDICAL IMAGING, A MEDICAL CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIERRA NEVADA MEDICAL IMAGING, A MEDICAL CORPORATION 401(K) 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