Retirement plan

KOUROSH ALEXANDER DASTGHEIB MD INC 401(K) PLAN

Name: KOUROSH ALEXANDER DASTGHEIB MD INC - KOUROSH ALEXANDER DASTGHEIB MD INC 401(K) PLAN (2022) Form 5500
Creator: KOUROSH ALEXANDER DASTGHEIB MD INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KOUROSH ALEXANDER DASTGHEIB MD INC 401(K) PLAN, KOUROSH ALEXANDER DASTGHEIB MD INC

KOUROSH ALEXANDER DASTGHEIB MD INCEIN 20-8748208Plan #001PY 2022

12665 GARDEN GROVE BLVD, UNIT 301 - GARDEN GROVE, CA 92843917-593-1563LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$405K

+47.0% from 2021

Total participants

0.0% from 2021

Average account balance

$50,610

+28.6% from 2021

Annual return

-5.97%

-10.06 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

$688K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

242.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

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

+15.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$65

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 codes2B2E2J

Plan features

2B
Target benefit plan
Defined contribution plan whose contribution formula is designed to fund a targeted benefit at retirement.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$395

$49 / participant

Other / not subdivided$395100.0%

% of EOY assets

0.098%

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

$50,610

$167,352-69.8%

$143,788-64.8%

$134,509-62.4%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-5.97%

0.47%-6.4pp

-0.03%-5.9pp

418.13%-424.1pp

Employer contribution / active EE

$8,927

$5,620+58.8%

$4,952+80.3%

$4,741+88.3%

Participant deferral / active EE

$9,310

$6,447+44.4%

$5,638+65.1%

$6,400+45.5%

Admin fee / account holder

$49

$18,091-99.7%

$14,675-99.7%

$11,427-99.6%

KOUROSH ALEXANDER DASTGHEIB MD INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KOUROSH ALEXANDER DASTGHEIB MD INC 401(K) 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