Retirement plan

TAREK HASSANEIN, M.D. 401(K) PROFIT SHARING PLAN

Name: TAREK HASSANEIN, M.D. - TAREK HASSANEIN, M.D. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: TAREK HASSANEIN, M.D.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAREK HASSANEIN, M.D. 401(K) PROFIT SHARING PLAN, TAREK HASSANEIN, M.D.

TAREK HASSANEIN, M.D.EIN 26-2940211Plan #003PY 2019

14910 VIA LA SENDA - DEL MAR, CA 92014619-990-1698LinkedIn1-10 employeeshealth, wellness and fitness

Other plans on this EIN

1 filing

#002Retirement-$2.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

+151.4% from 2018

Total participants

+70.3% from 2018

Average account balance

$29,213

+47.6% from 2018

Annual return

117.56%

+122.60 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.91M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

106

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

$350K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+9.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1665

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 codes2E2F2J2T3D

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).
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$188 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.296%

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

$29,213

$85,171-65.7%

$172,753-83.1%

$72,976-60.0%

Participation rate

100.0%

70.1%+29.9pp

82.6%+17.4pp

69.5%+30.5pp

Annual return

117.56%

27.32%+90.2pp

803.00%-685.4pp

81.02%+36.5pp

Employer contribution / active EE

$5,888

$3,324+77.1%

$5,144+14.5%

$2,440+141.3%

Participant deferral / active EE

$2,732

$3,260-16.2%

$5,198-47.4%

$3,608-24.3%

Admin fee / account holder

$86

$5,880-98.5%

$13,956-99.4%

$5,124-98.3%

TAREK HASSANEIN, M.D. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAREK HASSANEIN, M.D. 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