Retirement plan

CITRUS VALLEY GASTROENTEROLOGY, A CA MED CORP 401K PLAN

Name: CITRUS VALLEY GASTROENTEROLOGY, A CA MED CORP - CITRUS VALLEY GASTROENTEROLOGY, A CA MED CORP 401K PLAN (2024) Form 5500
Creator: CITRUS VALLEY GASTROENTEROLOGY, A CA MED CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CITRUS VALLEY GASTROENTEROLOGY, A CA MED CORP 401K PLAN, CITRUS VALLEY GASTROENTEROLOGY, A CA MED CORP

CITRUS VALLEY GASTROENTEROLOGY, A CA MED CORPEIN 95-4083140Plan #006PY 2024

415 W. ROUTE 66, STE 102 - GLENDORA, CA 91740626-960-2326LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#005Retirement--

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.4M

+92.1% from 2023

Total participants

+733.3% from 2023

Average account balance

$107,024

-76.9% from 2023

Annual return

76.61%

+33.14 pp from 2023

Benchmarks

See 21,742 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,742 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.35M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

102.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$436K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+76.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$90

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 codes2E2G2J3D

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$5K

$92 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.084%

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

$107,024

$81,262+31.7%

$155,602-31.2%

$80,911+32.3%

Participation rate

100.0%

66.2%+33.8pp

78.2%+21.8pp

67.6%+32.4pp

Annual return

76.61%

33.34%+43.3pp

64.81%+11.8pp

35.63%+41.0pp

Employer contribution / active EE

$6,537

$3,102+110.8%

$4,675+39.8%

$2,756+137.2%

Participant deferral / active EE

$2,360

$3,451-31.6%

$5,629-58.1%

$4,297-45.1%

Admin fee / account holder

$90

$7,992-98.9%

$15,923-99.4%

$6,935-98.7%

CITRUS VALLEY GASTROENTEROLOGY, A CA MED CORP 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CITRUS VALLEY GASTROENTEROLOGY, A CA MED CORP 401K 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