Retirement plan

JITENDRA N. TOLIA MD P.C. 401(K) PROFIT SHARING PLAN

Name: JITENDRA N. TOLIA MD P.C. - JITENDRA N. TOLIA MD P.C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: JITENDRA N. TOLIA MD P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JITENDRA N. TOLIA MD P.C. 401(K) PROFIT SHARING PLAN, JITENDRA N. TOLIA MD P.C.

JITENDRA N. TOLIA MD P.C.EIN 11-3200654Plan #004PY 2017

6 CREST HOLLOW LANE - ALBERTSON, NY 11507516-484-2027LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$686K

+38.8% from 2016

Total participants

0.0% from 2016

Average account balance

$171,614

+38.8% from 2016

Annual return

19.67%

-3.24 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.41M

Not enough data

1 years with asset history on file

Average account balance

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

$483K

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

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+5.57%

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 codes2E2J

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.

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

$171,614

$198,457-13.5%

$170,435+0.7%

$147,586+16.3%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

19.67%

257.30%-237.6pp

205.94%-186.3pp

578.59%-558.9pp

Employer contribution / active EE

$11,661

$6,183+88.6%

$5,432+114.7%

$4,876+139.1%

Participant deferral / active EE

$12,000

$5,629+113.2%

$4,939+142.9%

$5,439+120.6%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

JITENDRA N. TOLIA MD P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JITENDRA N. TOLIA MD P.C. 401(K) 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