Retirement plan

JK INTERNAL MEDICINE 401K PLAN

Name: JK INTERNAL MEDICINE & GERIATRICS, PC - JK INTERNAL MEDICINE 401K PLAN (2025) Form 5500
Creator: JK INTERNAL MEDICINE & GERIATRICS, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JK INTERNAL MEDICINE 401K PLAN, JK INTERNAL MEDICINE & GERIATRICS, PC

JK INTERNAL MEDICINE & GERIATRICS, PCEIN 20-2814940Plan #001PY 2025

1325 SATELLITE BLVD NW STE 701 - SUWANEE, GA 30024678-417-1255LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$4.2M

+67.2% from 2024

Total participants

+173.5% from 2024

Average account balance

$109,777

+49.6% from 2024

Annual return

53.70%

+40.80 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.17M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

165.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$346K

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

+53.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$236

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$391 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.215%

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

$109,777

$172,111-36.2%

$150,298-27.0%

$137,256-20.0%

Participation rate

0.0%

81.7%-81.7pp

77.8%-77.8pp

80.0%-80.0pp

Annual return

53.70%

69.37%-15.7pp

62.79%-9.1pp

220.34%-166.6pp

Employer contribution / active EE

$8,175

$4,636+76.3%

$4,154+96.8%

$4,156+96.7%

Participant deferral / active EE

$6,853

$6,166+11.1%

$5,453+25.7%

$6,407+7.0%

Admin fee / account holder

$236

$16,471-98.6%

$14,116-98.3%

$12,270-98.1%

JK INTERNAL MEDICINE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JK INTERNAL MEDICINE 401K PLAN

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