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 (2019) 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 2019

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

Other plans on this EIN

1 filing

#005Retirement-$1.6M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$863K

+37.4% from 2018

Total participants

0.0% from 2018

Average account balance

$172,673

+37.4% from 2018

Annual return

11.17%

-77.99 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$172,673

$202,342-14.7%

$172,7530%

$152,909+12.9%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

11.17%

1029.88%-1018.7pp

803.00%-791.8pp

345.46%-334.3pp

Employer contribution / active EE

$10,567

$5,857+80.4%

$5,144+105.4%

$4,764+121.8%

Participant deferral / active EE

$22,400

$5,948+276.6%

$5,198+331.0%

$5,851+282.8%

Admin fee / account holder

$17,112-100.0%

$13,956-100.0%

$11,601-100.0%

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