Retirement plan

STEPHANIE CROPPER, MD, INC. 401K PLAN

Name: STEPHANIE CROPPER, MD, INC. - STEPHANIE CROPPER, MD, INC. 401K PLAN (2023) Form 5500
Creator: STEPHANIE CROPPER, MD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEPHANIE CROPPER, MD, INC. 401K PLAN, STEPHANIE CROPPER, MD, INC.

STEPHANIE CROPPER, MD, INC.EIN 81-3042693Plan #002PY 2023

250 W BONITA AVE STE 100 - POMONA, CA 917671863909-392-2002LinkedIn1-10 employeesindividual & family services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$598K

+36.8% from 2022

Total participants

0.0% from 2022

Average account balance

$49,822

+36.8% from 2022

Annual return

15.66%

+32.03 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$746K

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+8.16%

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 codes3D2J

Plan features

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$49,822

$175,231-71.6%

$149,696-66.7%

$139,466-64.3%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

15.66%

166.77%-151.1pp

134.46%-118.8pp

373.66%-358.0pp

Employer contribution / active EE

$1,963

$5,478-64.2%

$4,821-59.3%

$4,754-58.7%

Participant deferral / active EE

$5,721

$6,521-12.3%

$5,682+0.7%

$6,712-14.8%

Admin fee / account holder

$16,155-100.0%

$13,212-100.0%

$11,409-100.0%

STEPHANIE CROPPER, MD, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STEPHANIE CROPPER, MD, INC. 401K 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