Retirement plan

VALLEY VIEW FAMILY MEDICAL CLINIC 401(K) PLAN AND TRUST

Name: VALLEY VIEW FAMILY MEDICAL CLINIC - VALLEY VIEW FAMILY MEDICAL CLINIC 401(K) PLAN AND TRUST (2021) Form 5500
Creator: VALLEY VIEW FAMILY MEDICAL CLINIC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VALLEY VIEW FAMILY MEDICAL CLINIC 401(K) PLAN AND TRUST, VALLEY VIEW FAMILY MEDICAL CLINIC

VALLEY VIEW FAMILY MEDICAL CLINICEIN 95-4066159Plan #001PY 2021

14400 ROSCOE BLVD, SUITE B - PANORAMA CITY, CA 91402818-830-6888

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$146K

+109.4% from 2020

Total participants

0.0% from 2020

Average account balance

$20,906

+109.4% from 2020

Annual return

22.66%

+23.82 pp from 2020

Benchmarks

See 33 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDB + DC

Participants<25

Cohort33 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$396K

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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

$41K

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

+11.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$823

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 codes1A2E2G2J

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$232 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.108%

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

$20,906

$748,074-97.2%

$676,505-96.9%

$859,867-97.6%

Participation rate

71.4%

76.2%-4.8pp

71.4%0pp

85.0%-13.5pp

Annual return

22.66%

6.06%+16.6pp

7.76%+14.9pp

11.61%+11.0pp

Employer contribution / active EE

$3,576

$13,604-73.7%

$12,651-71.7%

$22,247-83.9%

Participant deferral / active EE

$5,086

$2,901+75.3%

$2,707+87.8%

$7,004-27.4%

Admin fee / account holder

$232

$17,199-98.7%

$15,480-98.5%

$31,890-99.3%

VALLEY VIEW FAMILY MEDICAL CLINIC 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VALLEY VIEW FAMILY MEDICAL CLINIC 401(K) PLAN AND TRUST

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