Retirement plan

BORIS ZAKS, M.D., INC. 401(K) PLAN

Name: BORIS ZAKS, M.D., INC. - BORIS ZAKS, M.D., INC. 401(K) PLAN (2016) Form 5500
Creator: BORIS ZAKS, M.D., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BORIS ZAKS, M.D., INC. 401(K) PLAN, BORIS ZAKS, M.D., INC.

BORIS ZAKS, M.D., INC.EIN 20-1855410Plan #002PY 2016

P.O. BOX 48349 - LOS ANGELES, CA 90048310-552-3376

Other plans on this EIN

1 filing

#001Retirement-$4.1M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1M

+16.1% from 2015

Total participants

0.0% from 2015

Average account balance

$256,133

+16.1% from 2015

Annual return

4.64%

+8.17 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.51M

Not enough data

1 years with asset history on file

Average account balance

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

$629K

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

$171K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$43K

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

+7.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5941

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

$256,133

$135,956+88.4%

$123,894+106.7%

$273,972-6.5%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

4.64%

56.63%-52.0pp

47.52%-42.9pp

41.46%-36.8pp

Employer contribution / active EE

$4,289

$5,170-17.0%

$4,617-7.1%

$4,869-11.9%

Participant deferral / active EE

$21,000

$6,343+231.1%

$5,984+250.9%

$5,287+297.2%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

BORIS ZAKS, M.D., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BORIS ZAKS, M.D., INC. 401(K) 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