Retirement plan

SANGEETA PANDE, M.D., LLC 401(K) PROFIT SHARING PLAN

Name: SANGEETA PANDE, M.D., LLC - SANGEETA PANDE, M.D., LLC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: SANGEETA PANDE, M.D., LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SANGEETA PANDE, M.D., LLC 401(K) PROFIT SHARING PLAN, SANGEETA PANDE, M.D., LLC

SANGEETA PANDE, M.D., LLCEIN 27-1440821Plan #002PY 2018

210 NORTH NEW BALLAS ROAD - CREVE COEUR, MO 63141314-488-3918LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$1.4M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$405K

No prior year

Total participants

No prior year

Average account balance

$202,375

No prior year

Annual return

-7.56%

No prior year

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.12M

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+5.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4995

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1K

$647 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.319%

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

$202,375

$180,462+12.1%

$154,111+31.3%

$135,379+49.5%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-7.56%

888.17%-895.7pp

735.18%-742.7pp

519.79%-527.3pp

Employer contribution / active EE

$9,313

$6,036+54.3%

$5,298+75.8%

$4,779+94.9%

Participant deferral / active EE

$9,250

$5,806+59.3%

$5,081+82.1%

$5,609+64.9%

Admin fee / account holder

$647

$16,145-96.0%

$13,411-95.2%

$10,828-94.0%

SANGEETA PANDE, M.D., LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SANGEETA PANDE, M.D., LLC 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