Retirement plan

NEIL R. SONI MD, INC. 401(K) & PROFIT SHARING PLAN

Name: NEIL SONI MD, INC. - NEIL R. SONI MD, INC. 401(K) & PROFIT SHARING PLAN (2017) Form 5500
Creator: NEIL SONI MD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEIL R. SONI MD, INC. 401(K) & PROFIT SHARING PLAN, NEIL SONI MD, INC.

NEIL SONI MD, INC.EIN 27-2254359Plan #001PY 2017

9940 TALBERT STE 101 - FOUNTAIN VALLEY, CA 92708949-760-6775LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$541K

+36.9% from 2016

Total participants

No prior year

Average account balance

$270,529

No prior year

Annual return

17.83%

+6.56 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.01M

Not enough data

1 years with asset history on file

Average account balance

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

$506K

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

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$46K

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

+13.10%

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 codes2E2J

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$270,529

$198,457+36.3%

$170,435+58.7%

$147,586+83.3%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

17.83%

257.30%-239.5pp

205.94%-188.1pp

578.59%-560.8pp

Employer contribution / active EE

$17,872

$6,183+189.0%

$5,432+229.0%

$4,876+266.5%

Participant deferral / active EE

$19,725

$5,629+250.4%

$4,939+299.3%

$5,439+262.7%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

NEIL R. SONI MD, INC. 401(K) & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NEIL R. SONI MD, INC. 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