Retirement plan

NINA ARAKELOVA INDIVIDUAL (K)

Name: NINA ARAKELOVA MD PC PLAN - NINA ARAKELOVA INDIVIDUAL (K) (2022) Form 5500
Creator: NINA ARAKELOVA MD PC PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NINA ARAKELOVA INDIVIDUAL (K), NINA ARAKELOVA MD PC PLAN

NINA ARAKELOVA MD PC PLANEIN 20-2738286Plan #001PY 2022

5253 W 127 TERRACE - LEAWOOD, KS 66209913-948-5533

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$894K

-5.3% from 2021

Total participants

0.0% from 2021

Average account balance

No prior year

Annual return

-10.98%

-21.22 pp from 2021

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.37M

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$51K

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

+10.78%

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 codes2E2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$145K

$145132 / participant

Other / not subdivided$145K100.0%

% of EOY assets

16.240%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$167,352-100.0%

$143,788-100.0%

$134,509-100.0%

Participation rate

0.0%

84.8%-84.8pp

80.3%-80.3pp

81.2%-81.2pp

Annual return

-10.98%

0.47%-11.4pp

-0.03%-10.9pp

418.13%-429.1pp

Employer contribution / active EE

$26,221

$5,620+366.6%

$4,952+429.5%

$4,741+453.1%

Participant deferral / active EE

$27,000

$6,447+318.8%

$5,638+378.9%

$6,400+321.9%

Admin fee / account holder

$18,091-100.0%

$14,675-100.0%

$11,427-100.0%

NINA ARAKELOVA INDIVIDUAL (K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NINA ARAKELOVA INDIVIDUAL (K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion