Retirement plan

JUAN DE LA RIVA, M.D. A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN

Name: JUAN DE LA RIVA, MD A PROFESSIONAL CORP - JUAN DE LA RIVA, M.D. A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: JUAN DE LA RIVA, MD A PROFESSIONAL CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUAN DE LA RIVA, M.D. A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN, JUAN DE LA RIVA, MD A PROFESSIONAL CORP

JUAN DE LA RIVA, MD A PROFESSIONAL CORPEIN 94-3339127Plan #002PY 2020

3477 CASTLE CREEK COURT - ROSEVILLE, CA 95661916-749-3510

Other plans on this EIN

1 filing

#003Retirement-$325K assets

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$3.6M

+5.3% from 2019

Total participants

0.0% from 2019

Average account balance

$1,211,891

+5.3% from 2019

Annual return

2.30%

-1.24 pp from 2019

Benchmarks

See 102,105 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,105 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.47M

Not enough data

1 years with asset history on file

Average account balance

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

$2.2M

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

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$35K

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

+21.89%

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 codes2E2F2G2J2R3D

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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$1,211,891

$209,428+478.7%

$178,498+578.9%

$158,950+662.4%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

2.30%

188.78%-186.5pp

151.09%-148.8pp

302.91%-300.6pp

Employer contribution / active EE

$12,833

$5,707+124.9%

$5,011+156.1%

$4,762+169.5%

Participant deferral / active EE

$21,825

$5,955+266.5%

$5,202+319.5%

$5,983+264.8%

Admin fee / account holder

$17,077-100.0%

$13,985-100.0%

$11,248-100.0%

JUAN DE LA RIVA, M.D. A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JUAN DE LA RIVA, M.D. A PROFESSIONAL CORP. 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