Retirement plan

CENTRAL COAST PEDIATRIC, INC. 401-K PROFIT SHARING PLAN

Name: CENTRAL COAST PEDIATRIC, INC. - CENTRAL COAST PEDIATRIC, INC. 401-K PROFIT SHARING PLAN (2023) Form 5500
Creator: CENTRAL COAST PEDIATRIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL COAST PEDIATRIC, INC. 401-K PROFIT SHARING PLAN, CENTRAL COAST PEDIATRIC, INC.

CENTRAL COAST PEDIATRIC, INC.EIN 77-0347675Plan #001PY 2023

1235 OSOS STREET, SUITE 100 - SAN LUIS OBISPO, CA 93401805-549-0888LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.7M

+11.6% from 2022

Total participants

+8.9% from 2022

Average account balance

$114,888

-2.0% from 2022

Annual return

15.32%

+31.53 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

$5.63M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

110.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$397K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+11.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

$477K

$14041 / participant

Other / not subdivided$477K100.0%

% of EOY assets

10.135%

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

$114,888

$77,920+47.4%

$149,723-23.3%

$75,177+52.8%

Participation rate

76.5%

65.6%+10.9pp

78.8%-2.3pp

67.2%+9.3pp

Annual return

15.32%

31.72%-16.4pp

134.50%-119.2pp

160.75%-145.4pp

Employer contribution / active EE

$3,007

$3,138-4.2%

$4,821-37.6%

$2,671+12.6%

Participant deferral / active EE

$6,443

$3,411+88.9%

$5,682+13.4%

$4,126+56.1%

Admin fee / account holder

$11,644

$5,951+95.7%

$13,215-11.9%

$5,651+106.0%

CENTRAL COAST PEDIATRIC, INC. 401-K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL COAST PEDIATRIC, INC. 401-K 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