Retirement plan

YATINDER BAINS MD PA 401(K) PROFIT SHARING PLAN

Name: YATINDER BAINS MD PA - YATINDER BAINS MD PA 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: YATINDER BAINS MD PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YATINDER BAINS MD PA 401(K) PROFIT SHARING PLAN, YATINDER BAINS MD PA

YATINDER BAINS MD PAEIN 20-0487300Plan #002PY 2022

20 GREEN MOUNTAIN DRIVE - BASKING RIDGE, NJ 07920908-566-7001

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$6.5M

+53.4% from 2021

Total participants

0.0% from 2021

Average account balance

$1,305,144

+53.4% from 2021

Annual return

50.94%

+29.17 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.95M

Not enough data

1 years with asset history on file

Average account balance

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

$1.8M

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$35K

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

+14.00%

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 codes2E2J3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,305,144

$167,353+679.9%

$143,797+807.6%

$134,545+870.0%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

50.94%

0.48%+50.5pp

-0.04%+51.0pp

418.37%-367.4pp

Employer contribution / active EE

$35,770

$5,620+536.4%

$4,952+622.3%

$4,742+654.4%

Participant deferral / active EE

$16,486

$6,447+155.7%

$5,638+192.4%

$6,401+157.5%

Admin fee / account holder

$18,096-100.0%

$14,679-100.0%

$11,431-100.0%

YATINDER BAINS MD PA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

YATINDER BAINS MD PA 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