Retirement plan

INLAND BEHAVIORAL & HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN

Name: INLAND BEHAVIORAL & HEALTH SERVICES, INC. - INLAND BEHAVIORAL & HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: INLAND BEHAVIORAL & HEALTH SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INLAND BEHAVIORAL & HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN, INLAND BEHAVIORAL & HEALTH SERVICES, INC.

INLAND BEHAVIORAL & HEALTH SERVICES, INC.EIN 95-3246624Plan #001PY 2015

1963 NORTH E STREET - SAN BERNARDINO, CA 92405909-881-6146ibhealth.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$938K

No prior year

Total participants

No prior year

Average account balance

$17,057

No prior year

Annual return

10.42%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.59M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

120.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$306K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4142

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 codes2E2F2G2J2T3D

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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$47 / participant

Contract admin$4K100.0%

% of EOY assets

0.438%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KENNEDY & KENNEDY CPAS
Auditor EIN: 956285205
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,057

$75,832-77.5%

$147,617-88.4%

$59,633-71.4%

Participation rate

63.2%

71.6%-8.3pp

84.6%-21.4pp

68.7%-5.5pp

Annual return

10.42%

0.37%+10.1pp

61.98%-51.6pp

2041.45%-2031.0pp

Employer contribution / active EE

$399

$3,485-88.6%

$5,564-92.8%

$2,203-81.9%

Participant deferral / active EE

$1,594

$3,131-49.1%

$4,895-67.4%

$3,192-50.1%

Admin fee / account holder

$75

$5,986-98.8%

$11,612-99.4%

$4,297-98.3%

INLAND BEHAVIORAL & HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INLAND BEHAVIORAL & HEALTH SERVICES, INC. 401(K) PROFIT SHARING 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