Retirement plan

SAN FRANCISCO CENTER FOR PSYCHOANALYSIS 403(B) PLAN

Name: SAN FRANCISCO CENTER FOR PSYCHOANALYSIS - SAN FRANCISCO CENTER FOR PSYCHOANALYSIS 403(B) PLAN (2023) Form 5500
Creator: SAN FRANCISCO CENTER FOR PSYCHOANALYSIS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAN FRANCISCO CENTER FOR PSYCHOANALYSIS 403(B) PLAN, SAN FRANCISCO CENTER FOR PSYCHOANALYSIS

SAN FRANCISCO CENTER FOR PSYCHOANALYSISEIN 94-1546088Plan #002PY 2023

444 NATOMA STREET - SAN FRANCISCO, CA 94103415-563-5815sf-cp.orgLinkedIn1-10 employeeseducation management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$85K

+546.3% from 2022

Total participants

+14.3% from 2022

Average account balance

$10,586

+61.6% from 2022

Annual return

64.65%

+64.65 pp from 2022

Benchmarks

See 41,808 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,808 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$141K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

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

+5.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$91

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 codes2G2J2T3D

Plan features

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Expense breakdown

Schedule H Part II

Admin total

$218

$31 / participant

Other / not subdivided$218100.0%

% of EOY assets

0.257%

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

$10,586

$96,678-89.1%

$86,640-87.8%

$139,466-92.4%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

64.65%

106.69%-42.0pp

592.52%-527.9pp

373.66%-309.0pp

Employer contribution / active EE

$1,240

$3,265-62.0%

$3,024-59.0%

$4,754-73.9%

Participant deferral / active EE

$7,776

$4,837+60.8%

$4,438+75.2%

$6,712+15.8%

Admin fee / account holder

$27

$6,410-99.6%

$5,616-99.5%

$11,409-99.8%

SAN FRANCISCO CENTER FOR PSYCHOANALYSIS 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAN FRANCISCO CENTER FOR PSYCHOANALYSIS 403(B) 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