Retirement plan

THE ANGELES CLINIC AND RESEARCH INSTITUTE 401(K) PLAN

Name: THE ANGELES CLINIC AND RESEARCH INSTITUTE, INC. - THE ANGELES CLINIC AND RESEARCH INSTITUTE 401(K) PLAN (2020) Form 5500
Creator: THE ANGELES CLINIC AND RESEARCH INSTITUTE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ANGELES CLINIC AND RESEARCH INSTITUTE 401(K) PLAN, THE ANGELES CLINIC AND RESEARCH INSTITUTE, INC.

THE ANGELES CLINIC AND RESEARCH INSTITUTE, INC.EIN 95-4755097Plan #003PY 2020

11800 WILSIHRE BLVD. - LOS ANGELES, CA 90025310-582-7973

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

+50.4% from 2019

Total participants

+11.8% from 2019

Average account balance

$80,033

+34.6% from 2019

Annual return

20.36%

-2.66 pp from 2019

Benchmarks

See 102,125 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,125 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.22M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$397K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+12.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$662

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

See the 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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

$6K

$335 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.374%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$80,033

$209,411-61.8%

$178,490-55.2%

$158,922-49.6%

Participation rate

100.0%

86.3%+13.7pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

20.36%

188.75%-168.4pp

151.07%-130.7pp

302.83%-282.5pp

Employer contribution / active EE

$7,929

$5,706+39.0%

$5,011+58.3%

$4,761+66.5%

Participant deferral / active EE

$10,018

$5,954+68.3%

$5,202+92.6%

$5,982+67.5%

Admin fee / account holder

$299

$17,074-98.2%

$13,984-97.9%

$11,246-97.3%

THE ANGELES CLINIC AND RESEARCH INSTITUTE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ANGELES CLINIC AND RESEARCH INSTITUTE 401(K) 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