Retirement plan

RAJINDER S. CHAWLA M.D., P.C. PROFIT SHARING PLAN

Name: HYPERTENSION AND KIDNEY CENTER P.C. - RAJINDER S. CHAWLA M.D., P.C. PROFIT SHARING PLAN (2024) Form 5500
Creator: HYPERTENSION AND KIDNEY CENTER P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RAJINDER S. CHAWLA M.D., P.C. PROFIT SHARING PLAN, HYPERTENSION AND KIDNEY CENTER P.C.

HYPERTENSION AND KIDNEY CENTER P.C.EIN 04-2763017Plan #002PY 2024

851 MAIN STREET SUITE 1 - SOUTH WEYMOUTH, MA 02190731-337-6500

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$13.5M

+18.4% from 2023

Total participants

-20.0% from 2023

Average account balance

$3,379,125

+48.0% from 2023

Annual return

21.86%

-1.04 pp from 2023

Benchmarks

See 109,631 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,631 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.52M

Not enough data

1 years with asset history on file

Average account balance

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

$3.4M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+21.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$119209

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 codes2E2F2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$477K

$119209 / participant

Other / not subdivided$477K100.0%

% of EOY assets

3.528%

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

$3,379,125

$183,592+1740.6%

$155,567+2072.1%

$145,959+2215.1%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

21.86%

61.24%-39.4pp

64.74%-42.9pp

561.95%-540.1pp

Employer contribution / active EE

$19,622

$5,315+269.2%

$4,674+319.8%

$4,661+321.0%

Participant deferral / active EE

$6,464-100.0%

$5,628-100.0%

$6,689-100.0%

Admin fee / account holder

$119,209

$19,318+517.1%

$15,916+649.0%

$13,398+789.8%

RAJINDER S. CHAWLA M.D., P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RAJINDER S. CHAWLA M.D., P.C. PROFIT SHARING 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