Retirement plan

URGENT CARE CLINIC OF WAIKIKI, LLC 401(K) PROFIT SHARING PLAN

Name: URGENT CARE CLINIC OF WAIKIKI, LLC - URGENT CARE CLINIC OF WAIKIKI, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: URGENT CARE CLINIC OF WAIKIKI, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, URGENT CARE CLINIC OF WAIKIKI, LLC 401(K) PROFIT SHARING PLAN, URGENT CARE CLINIC OF WAIKIKI, LLC

URGENT CARE CLINIC OF WAIKIKI, LLCEIN 77-0629293Plan #001PY 2024

2155 KALAKAUA AVENUE, SUITE 308 - HONOLULU, HI 96815808-924-3399LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+23.0% from 2023

Total participants

0.0% from 2023

Average account balance

$302,902

+23.0% from 2023

Annual return

17.90%

+0.20 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.82M

Not enough data

1 years with asset history on file

Average account balance

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

$303K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+17.90%

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

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 codes2E2J2F2G3D3H

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.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$302,902

$183,592+65.0%

$155,574+94.7%

$145,877+107.6%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

17.90%

61.37%-43.5pp

64.87%-47.0pp

551.28%-533.4pp

Employer contribution / active EE

$5,198

$5,317-2.2%

$4,676+11.2%

$4,663+11.5%

Participant deferral / active EE

$12,000

$6,466+85.6%

$5,629+113.2%

$6,691+79.4%

Admin fee / account holder

$19,316-100.0%

$15,914-100.0%

$13,402-100.0%

URGENT CARE CLINIC OF WAIKIKI, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

URGENT CARE CLINIC OF WAIKIKI, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion