Retirement plan

AMINOLLAH BAGHERI DDS, INC. 401(K) PROFIT SHARING PLAN

Name: AMINOLLAH BAGHERI DDS, INC. - AMINOLLAH BAGHERI DDS, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: AMINOLLAH BAGHERI DDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMINOLLAH BAGHERI DDS, INC. 401(K) PROFIT SHARING PLAN, AMINOLLAH BAGHERI DDS, INC.

AMINOLLAH BAGHERI DDS, INC.EIN 26-2010605Plan #001PY 2024

3142 VISTA WAY SUITE #305 - OCEANSIDE, CA 92056760-529-9820

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.6M

+24.3% from 2023

Total participants

-33.3% from 2023

Average account balance

$799,682

+86.4% from 2023

Annual return

25.97%

-3.02 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.60M

Not enough data

1 years with asset history on file

Average account balance

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

$800K

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

$30K

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

+25.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28041

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$56K

$28041 / participant

Other / not subdivided$56K100.0%

% of EOY assets

3.506%

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

$799,682

$183,539+335.7%

$155,556+414.1%

$145,897+448.1%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

25.97%

61.31%-35.3pp

64.84%-38.9pp

552.29%-526.3pp

Employer contribution / active EE

$1,467

$5,315-72.4%

$4,675-68.6%

$4,663-68.5%

Participant deferral / active EE

$13,478

$6,467+108.4%

$5,631+139.4%

$6,689+101.5%

Admin fee / account holder

$28,041

$19,275+45.5%

$15,885+76.5%

$13,390+109.4%

AMINOLLAH BAGHERI DDS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMINOLLAH BAGHERI DDS, INC. 401(K) PROFIT SHARING 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