Retirement plan

RENAL CONSULTANTS MEDICAL GROUP 401K PROFIT SHARING PLAN

Name: RENAL CONSULTANTS MEDICAL GROUP - RENAL CONSULTANTS MEDICAL GROUP 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: RENAL CONSULTANTS MEDICAL GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RENAL CONSULTANTS MEDICAL GROUP 401K PROFIT SHARING PLAN, RENAL CONSULTANTS MEDICAL GROUP

RENAL CONSULTANTS MEDICAL GROUPEIN 95-3841576Plan #001PY 2024

16907 DEVONSHIRE BLVD. - GRANADA HILLS, CA 91344818-366-4626LinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.3M

+96.7% from 2023

Total participants

+29.6% from 2023

Average account balance

$64,709

+51.7% from 2023

Annual return

69.41%

+54.25 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.26M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

218.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$314K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+69.41%

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 codes2E2J3D

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.
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.

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

$64,709

$183,539-64.7%

$155,556-58.4%

$145,897-55.6%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

69.41%

61.31%+8.1pp

64.84%+4.6pp

552.29%-482.9pp

Employer contribution / active EE

$12,670

$5,315+138.4%

$4,675+171.0%

$4,663+171.7%

Participant deferral / active EE

$6,943

$6,467+7.4%

$5,631+23.3%

$6,689+3.8%

Admin fee / account holder

$19,275-100.0%

$15,885-100.0%

$13,390-100.0%

RENAL CONSULTANTS MEDICAL GROUP 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RENAL CONSULTANTS MEDICAL GROUP 401K 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