Retirement plan

COMPLETE CARE COMMUNITY HEALTH CENTER, INC. RETIREMENT PLAN

Name: COMPLETE CARE COMMUNITY HEALTH CENTER, INC. - COMPLETE CARE COMMUNITY HEALTH CENTER, INC. RETIREMENT PLAN (2022) Form 5500
Creator: COMPLETE CARE COMMUNITY HEALTH CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPLETE CARE COMMUNITY HEALTH CENTER, INC. RETIREMENT PLAN, COMPLETE CARE COMMUNITY HEALTH CENTER, INC.

COMPLETE CARE COMMUNITY HEALTH CENTER, INC.EIN 73-1663091Plan #001PY 2022

3000 S. ROBERTSON BLVD., STE. #280 - LOS ANGELES, CA 90034310-730-6362ccchclinic.comLinkedIn51-200 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$2.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.5M

+14.8% from 2021

Total participants

142

+18.3% from 2021

Average account balance

$25,536

-0.2% from 2021

Annual return

-17.30%

-28.34 pp from 2021

Benchmarks

See 5,345 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,345 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.28M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

166

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.50M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$470

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY1 year Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600	Recordkeeping	$215

Plan features & details

Pension benefit codes2D2E2J2R3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$36K

$345 / participant

Contract admin$35K99.3%
Other / not subdivided$2450.7%

% of EOY assets

1.008%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PDM, LLP
Auditor EIN: 330783700
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,536

$65,125-60.8%

$143,797-82.2%

$66,949-61.9%

Participation rate

96.1%

65.2%+30.9pp

80.3%+15.8pp

69.8%+26.3pp

Annual return

-17.30%

-11.13%-6.2pp

-0.04%-17.3pp

1.57%-18.9pp

Employer contribution / active EE

$6,924

$2,362+193.1%

$4,952+39.8%

$2,545+172.0%

Participant deferral / active EE

$2,772

$2,920-5.1%

$5,638-50.8%

$4,239-34.6%

Admin fee / account holder

$257

$503-48.8%

$14,679-98.2%

$594-56.6%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY1 year

Filed as: JOHN HANCOCK USA

Service code 15 · EIN 01-0233346

P.O. BOX 600 · BUFFALO, NY 142010600

Recordkeeping

$215

COMPLETE CARE COMMUNITY HEALTH CENTER, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPLETE CARE COMMUNITY HEALTH CENTER, INC. RETIREMENT 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