Retirement plan

FIROZA BEGUM PHYSICIAN, P.C. MONEY PURCHASE PENSION PLAN

Name: FIROZA BEGUM PHYSICIAN, P.C. - FIROZA BEGUM PHYSICIAN, P.C. MONEY PURCHASE PENSION PLAN (2024) Form 5500
Creator: FIROZA BEGUM PHYSICIAN, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIROZA BEGUM PHYSICIAN, P.C. MONEY PURCHASE PENSION PLAN, FIROZA BEGUM PHYSICIAN, P.C.

FIROZA BEGUM PHYSICIAN, P.C.EIN 11-2594159Plan #001PY 2024

9 WESTBOURNE LN - MELVILLE, NY 117473304516-508-6432

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$78K

+31.3% from 2023

Total participants

0.0% from 2023

Average account balance

No prior year

Annual return

31.35%

+31.45 pp from 2023

Benchmarks

See 1,368 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Cohort1,368 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$78K

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+31.35%

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 codes2C3B3C

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$151,310-100.0%

Participation rate

0.0%

67.4%-67.4pp

Annual return

31.35%

14.08%+17.3pp

Employer contribution / active EE

$2,536-100.0%

Participant deferral / active EE

$4,236-100.0%

Admin fee / account holder

$25,296-100.0%

FIROZA BEGUM PHYSICIAN, P.C. MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FIROZA BEGUM PHYSICIAN, P.C. MONEY PURCHASE PENSION 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