Imperial Valley Family Care Medical Group, Apc 401(k) match, vesting and fees
What Imperial Valley Family Care Medical Group, Apc's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Tri-Ad Actuaries, Inc. | Schedule C ↗ |
| Independent auditor | Haskell & White LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Imperial Valley Family Care Medical Group, Apc: employer contribution per participant | $2,036 | |
| Peer median | $1,468 |
| Imperial Valley Family Care Medical Group, Apc: average balance | $35,142 | |
| Peer median | $37,786 |
| Imperial Valley Family Care Medical Group, Apc: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.7M at the end of plan year 2021 to $11.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 341 | $11.9M | $690K | $2,036 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 404 | $10.6M | $741K | $1,839 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 365 | $7.5M | $690K | $1,891 | 0.59% | Not published | Form 5500 ↗ |
| 2021 | 523 | $8.7M | $738K | $1,412 | 0.78% | Not published | Form 5500 ↗ |
Other Imperial Valley Family Care Medical Group, Apc plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Imperial Valley Family Care Medical Group, Apc Cash Balance Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Imperial Valley Family Care Medical Group, Apc match 401(k) contributions?
The match terms for the Imperial Valley Family Care Medical Group, Apc 401k Ps Plan have not been published from its filing yet. The plan year 2024 filing reports $690K in employer contributions, about $2,036 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Imperial Valley Family Care Medical Group, Apc 401(k) match vested?
The vesting schedule for the Imperial Valley Family Care Medical Group, Apc 401k Ps Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Imperial Valley Family Care Medical Group, Apc 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Tri-Ad Actuaries, Inc.. The plan administrator is Imperial Valley Family Care Medical Group, Apc.
I left Imperial Valley Family Care Medical Group, Apc. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Imperial Valley Family Care Medical Group, Apc, (760) 355-7730) or the recordkeeper, Tri-Ad Actuaries, Inc.. The Imperial Valley Family Care Medical Group, Apc old 401(k) page lists the contacts from every plan filing. Find an old Imperial Valley Family Care Medical Group, Apc 401(k)
Data from the public Form 5500 annual reports Imperial Valley Family Care Medical Group, Apc filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Imperial Valley Family Care Medical Group, Apc. Not financial advice. Report a correction · Methodology