Retirement plan

SANTA ANA TUSTIN PHYSICAL THERAPY, INC. 401(K) PROFIT SHARING PLAN

Name: SANTA ANA TUSTIN PHYSICAL THERAPY, INC. - SANTA ANA TUSTIN PHYSICAL THERAPY, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: SANTA ANA TUSTIN PHYSICAL THERAPY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SANTA ANA TUSTIN PHYSICAL THERAPY, INC. 401(K) PROFIT SHARING PLAN, SANTA ANA TUSTIN PHYSICAL THERAPY, INC.

SANTA ANA TUSTIN PHYSICAL THERAPY, INC.EIN 95-3436794Plan #001PY 2024

1910 OLD TUSTIN AVENUE - SANTA ANA, CA 92705714-835-6638satpt.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$859K

+19.7% from 2023

Total participants

-9.1% from 2023

Average account balance

$143,242

+19.7% from 2023

Annual return

15.36%

+1.78 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$859K

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1762

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$11K

$1322 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.230%

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

$143,242

$183,516-21.9%

$155,534-7.9%

$145,884-1.8%

Participation rate

50.0%

82.7%-32.7pp

78.2%-28.2pp

80.3%-30.3pp

Annual return

15.36%

61.43%-46.1pp

64.92%-49.6pp

551.85%-536.5pp

Employer contribution / active EE

$1,275

$5,315-76.0%

$4,675-72.7%

$4,662-72.6%

Participant deferral / active EE

$2,663

$6,467-58.8%

$5,630-52.7%

$6,690-60.2%

Admin fee / account holder

$1,762

$19,293-90.9%

$15,900-88.9%

$13,392-86.8%

SANTA ANA TUSTIN PHYSICAL THERAPY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SANTA ANA TUSTIN PHYSICAL THERAPY, 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