Retirement plan

PHYSICIANS FOR SOCIAL RESPONSIBILITY LOS ANGELES 403B RETIRMENT PLAN

Name: PHYSICIANS FOR SOCIAL RESPONSIBILIT - PHYSICIANS FOR SOCIAL RESPONSIBILITY LOS ANGELES 403B RETIRMENT PLAN (2024) Form 5500
Creator: PHYSICIANS FOR SOCIAL RESPONSIBILIT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHYSICIANS FOR SOCIAL RESPONSIBILITY LOS ANGELES 403B RETIRMENT PLAN, PHYSICIANS FOR SOCIAL RESPONSIBILIT

PHYSICIANS FOR SOCIAL RESPONSIBILITEIN 95-3956136Plan #001PY 2024

617 SOUTH OLIVE STREET, SUITE 220 - LOS ANGELES, CA 90014323-919-5813

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$109K

+178.5% from 2023

Total participants

0.0% from 2023

Average account balance

$9,927

+127.9% from 2023

Annual return

54.03%

-108.44 pp from 2023

Benchmarks

See 50,137 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,137 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$109K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

52.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+54.03%

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 codes2M3D2G2F2T

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

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

$9,927

$88,710-88.8%

$81,783-87.9%

$145,959-93.2%

Participation rate

42.9%

75.0%-32.2pp

72.4%-29.5pp

80.3%-37.4pp

Annual return

54.03%

1027.26%-973.2pp

775.05%-721.0pp

561.95%-507.9pp

Employer contribution / active EE

$3,083-100.0%

$2,913-100.0%

$4,661-100.0%

Participant deferral / active EE

$2,324

$4,645-50.0%

$4,320-46.2%

$6,689-65.2%

Admin fee / account holder

$8,407-100.0%

$7,380-100.0%

$13,398-100.0%

PHYSICIANS FOR SOCIAL RESPONSIBILITY LOS ANGELES 403B RETIRMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PHYSICIANS FOR SOCIAL RESPONSIBILITY LOS ANGELES 403B RETIRMENT 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