Retirement plan

SYEDA A AWAIS MD PROFIT SHARING PLAN

Name: SYEDA A AWAIS - SYEDA A AWAIS MD PROFIT SHARING PLAN (2021) Form 5500
Creator: SYEDA A AWAIS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SYEDA A AWAIS MD PROFIT SHARING PLAN, SYEDA A AWAIS

SYEDA A AWAISEIN 04-3487625Plan #001PY 2021

253 PENDLETON LN - LONGMEADOW, MA 011062574413-733-8129

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$92K

+68.3% from 2020

Total participants

0.0% from 2020

Average account balance

$92,472

+68.3% from 2020

Annual return

22.63%

+18.57 pp from 2020

Benchmarks

See 103,200 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,200 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$199K

Not enough data

1 years with asset history on file

Average account balance

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

$199K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+46.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 employer contribution
Employer contribution per participant 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

$92,472

$217,427-57.5%

$185,837-50.2%

$167,518-44.8%

Participation rate

100.0%

86.0%+14.0pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

22.63%

148.39%-125.8pp

122.08%-99.4pp

478.71%-456.1pp

Employer contribution / active EE

$965

$5,874-83.6%

$5,168-81.3%

$4,838-80.1%

Participant deferral / active EE

$24,115

$6,357+279.3%

$5,568+333.1%

$6,342+280.2%

Admin fee / account holder

$19,816-100.0%

$16,241-100.0%

$12,312-100.0%

SYEDA A AWAIS MD PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SYEDA A AWAIS MD PROFIT SHARING 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