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 (2016) 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 2016

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

Other plans on this EIN

2 filings

#002Retirement-$3.4M assets #005Retirement-$333K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$140K

No prior year

Total participants

No prior year

Average account balance

$7,764

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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 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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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

$7,764

$181,896-95.7%

$156,551-95.0%

$273,972-97.2%

Participation rate

94.7%

88.4%+6.4pp

84.0%+10.7pp

83.0%+11.7pp

Annual return

0.00%

30.74%-30.7pp

32.23%-32.2pp

41.46%-41.5pp

Employer contribution / active EE

$4,199

$6,248-32.8%

$5,501-23.7%

$4,869-13.8%

Participant deferral / active EE

$3,158

$5,550-43.1%

$4,871-35.2%

$5,287-40.3%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

CITRUS VALLEY GASTROENTEROLOGY, A CA MED CORP 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CITRUS VALLEY GASTROENTEROLOGY, A CA MED CORP 401K 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