Retirement plan

AMIR VOKSHOOR, MD MED. CORP., 401(K) PROFIT SHARING PLAN

Name: AMIR VOKSHOOR, MD MED. CORP, - AMIR VOKSHOOR, MD MED. CORP., 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: AMIR VOKSHOOR, MD MED. CORP,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMIR VOKSHOOR, MD MED. CORP., 401(K) PROFIT SHARING PLAN, AMIR VOKSHOOR, MD MED. CORP,

AMIR VOKSHOOR, MD MED. CORP,EIN 20-5074161Plan #002PY 2018

3548 STONEWOOD DRIVE - SHERMAN OAKS, CA 91403818-817-7760

Other plans on this EIN

1 filing

#001Retirement-$744K assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$184K

No prior year

Total participants

No prior year

Average account balance

$184,486

No prior year

Annual return

-4.78%

No prior year

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$718K

Not enough data

1 years with asset history on file

Average account balance

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

$239K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+12.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2329

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

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

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

$184,486

$180,459+2.2%

$154,108+19.7%

$135,380+36.3%

Participation rate

50.0%

87.4%-37.4pp

83.0%-33.0pp

82.6%-32.6pp

Annual return

-4.78%

888.21%-893.0pp

735.21%-740.0pp

519.81%-524.6pp

Employer contribution / active EE

$8,250

$6,035+36.7%

$5,298+55.7%

$4,779+72.6%

Participant deferral / active EE

$9,250

$5,806+59.3%

$5,081+82.1%

$5,609+64.9%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

AMIR VOKSHOOR, MD MED. CORP., 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AMIR VOKSHOOR, MD MED. CORP., 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