Retirement plan

AKIKO SUZUKI M.D. A MEDICAL CORP 401(K) PROFIT SHARING PLAN

Name: AKIKO SUZUKI M.D. A MEDICAL CORPORATION - AKIKO SUZUKI M.D. A MEDICAL CORP 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: AKIKO SUZUKI M.D. A MEDICAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AKIKO SUZUKI M.D. A MEDICAL CORP 401(K) PROFIT SHARING PLAN, AKIKO SUZUKI M.D. A MEDICAL CORPORATION

AKIKO SUZUKI M.D. A MEDICAL CORPORATIONEIN 27-0284971Plan #001PY 2019

2325 TORRANCE BLVD. - TORRANCE, CA 90501310-326-5661LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$943K

+31.2% from 2018

Total participants

+33.3% from 2018

Average account balance

$78,554

-1.6% from 2018

Annual return

21.73%

+21.63 pp from 2018

Benchmarks

See 104,312 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,312 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.92M

Not enough data

1 years with asset history on file

Average account balance

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

$160K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

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

+19.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$260

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

0 tripped

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

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

$78,554

$202,345-61.2%

$172,755-54.5%

$152,885-48.6%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

21.73%

1029.77%-1008.0pp

802.94%-781.2pp

345.39%-323.7pp

Employer contribution / active EE

$6,682

$5,858+14.1%

$5,144+29.9%

$4,763+40.3%

Participant deferral / active EE

$3,031

$5,948-49.1%

$5,198-41.7%

$5,851-48.2%

Admin fee / account holder

$17,111-100.0%

$13,955-100.0%

$11,598-100.0%

AKIKO SUZUKI M.D. A MEDICAL CORP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AKIKO SUZUKI M.D. A MEDICAL 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