Retirement plan

UNIVERSAL POINT CLINICS CORP. RETIREMENT

Name: UNIVERSAL POINT CLINICS CORPORATION - UNIVERSAL POINT CLINICS CORP. RETIREMENT (2022) 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 2022

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

Other plans on this EIN

1 filing

#002Retirement-$485K assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$131K

No prior year

Total participants

No prior year

Average account balance

$43,693

No prior year

Annual return

30.37%

No prior year

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$43,693

$167,353-73.9%

$143,797-69.6%

$134,545-67.5%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

30.37%

0.48%+29.9pp

-0.04%+30.4pp

418.37%-388.0pp

Employer contribution / active EE

$657

$5,620-88.3%

$4,952-86.7%

$4,742-86.2%

Participant deferral / active EE

$15,833

$6,447+145.6%

$5,638+180.8%

$6,401+147.3%

Admin fee / account holder

$18,096-100.0%

$14,679-100.0%

$11,431-100.0%

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