Retirement plan

ERIC KARDOVICH, D.M.D., A.P.C. 401(K) PROFIT SHARING PLAN

Name: ERIC KARDOVICH, D.M.D., A.P.C. - ERIC KARDOVICH, D.M.D., A.P.C. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: ERIC KARDOVICH, D.M.D., A.P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ERIC KARDOVICH, D.M.D., A.P.C. 401(K) PROFIT SHARING PLAN, ERIC KARDOVICH, D.M.D., A.P.C.

ERIC KARDOVICH, D.M.D., A.P.C.EIN 27-1856512Plan #002PY 2023

1353 W. 6TH STREET - SAN PEDRO, CA 90732310-831-0348drkbraces.comLinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$117K

+78.2% from 2022

Total participants

0.0% from 2022

Average account balance

$38,845

+78.2% from 2022

Annual return

18.65%

+39.40 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$234K

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+17.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J3D

Plan features

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

$38,845

$175,259-77.8%

$149,723-74.1%

$139,487-72.2%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

18.65%

166.82%-148.2pp

134.50%-115.8pp

373.84%-355.2pp

Employer contribution / active EE

$3,592

$5,478-34.4%

$4,821-25.5%

$4,755-24.5%

Participant deferral / active EE

$15,870

$6,522+143.3%

$5,682+179.3%

$6,713+136.4%

Admin fee / account holder

$16,158-100.0%

$13,215-100.0%

$11,407-100.0%

ERIC KARDOVICH, D.M.D., A.P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ERIC KARDOVICH, D.M.D., A.P.C. 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