Retirement plan

VINEET KAPUR MD, INC. 401(K) PROFIT SHARING PLAN

Name: VINEET KAPUR MD, INC. - VINEET KAPUR MD, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: VINEET KAPUR MD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VINEET KAPUR MD, INC. 401(K) PROFIT SHARING PLAN, VINEET KAPUR MD, INC.

VINEET KAPUR MD, INC.EIN 26-1656024Plan #003PY 2020

751 LAUREL STREET, #442 - SAN CARLOS, CA 94070650-292-2437

Other plans on this EIN

1 filing

#002Retirement-$1.9M assets

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$519K

+28.8% from 2019

Total participants

0.0% from 2019

Average account balance

$259,647

+28.8% from 2019

Annual return

4.47%

-31.49 pp from 2019

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.13M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$124K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$62K

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

+7.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7619

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$259,647

$209,425+24.0%

$178,499+45.5%

$158,966+63.3%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

4.47%

188.80%-184.3pp

151.10%-146.6pp

302.95%-298.5pp

Employer contribution / active EE

$26,250

$5,707+359.9%

$5,011+423.8%

$4,762+451.2%

Participant deferral / active EE

$22,750

$5,955+282.0%

$5,202+337.3%

$5,983+280.2%

Admin fee / account holder

$17,078-100.0%

$13,986-100.0%

$11,250-100.0%

VINEET KAPUR MD, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VINEET KAPUR MD, INC. 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