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 (2020) 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 2020

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

Other plans on this EIN

1 filing

#001Retirement-$1.7M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$666K

+22.1% from 2019

Total participants

0.0% from 2019

Average account balance

$166,529

+22.1% from 2019

Annual return

8.89%

-8.68 pp from 2019

Benchmarks

See 102,105 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,105 peers

Snapshot2020

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

$2K

$813 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.244%

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

$166,529

$209,428-20.5%

$178,498-6.7%

$158,950+4.8%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

8.89%

188.78%-179.9pp

151.09%-142.2pp

302.91%-294.0pp

Employer contribution / active EE

$22,966

$5,707+302.4%

$5,011+358.3%

$4,762+382.3%

Participant deferral / active EE

$13,000

$5,955+118.3%

$5,202+149.9%

$5,983+117.3%

Admin fee / account holder

$406

$17,077-97.6%

$13,985-97.1%

$11,248-96.4%

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