Retirement plan

UNIVERSAL POINT CLINICS CORP. RETIREMENT

Name: UNIVERSAL POINT CLINICS CORPORATION - UNIVERSAL POINT CLINICS CORP. RETIREMENT (2024) Form 5500
Creator: UNIVERSAL POINT CLINICS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSAL POINT CLINICS CORP. RETIREMENT, UNIVERSAL POINT CLINICS CORPORATION

UNIVERSAL POINT CLINICS CORPORATIONEIN 83-1948741Plan #001PY 2024

1236 BROOKS ST. - ONTARIO, CA 91762909-354-8881

Other plans on this EIN

1 filing

#002Retirement-$1.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$294K

+93.7% from 2023

Total participants

+33.3% from 2023

Average account balance

$97,961

+93.7% from 2023

Annual return

54.85%

+39.08 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$294K

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+54.85%

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 codes2E2J2R3D

Plan features

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.

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

$97,961

$183,539-46.6%

$155,556-37.0%

$145,897-32.9%

Participation rate

75.0%

82.7%-7.7pp

78.2%-3.2pp

80.3%-5.3pp

Annual return

54.85%

61.31%-6.5pp

64.84%-10.0pp

552.29%-497.4pp

Employer contribution / active EE

$3,977

$5,315-25.2%

$4,675-14.9%

$4,663-14.7%

Participant deferral / active EE

$10,749

$6,467+66.2%

$5,631+90.9%

$6,689+60.7%

Admin fee / account holder

$19,275-100.0%

$15,885-100.0%

$13,390-100.0%

UNIVERSAL POINT CLINICS CORP. RETIREMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

UNIVERSAL POINT CLINICS CORP. RETIREMENT

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