Retirement plan

ARUN BUDHRAJA MD INC 401(K) PROFIT SHARING PLAN

Name: ARUN BUDHRAJA MD INC - ARUN BUDHRAJA MD INC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ARUN BUDHRAJA MD INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARUN BUDHRAJA MD INC 401(K) PROFIT SHARING PLAN, ARUN BUDHRAJA MD INC

ARUN BUDHRAJA MD INCEIN 33-0148066Plan #004PY 2016

17822 BEACH BLVD STE 173 - HUNTINGTON BEACH, CA 926477177714-842-7794

Other plans on this EIN

1 filing

#003Retirement--

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.5M

+173.8% from 2015

Total participants

0.0% from 2015

Average account balance

$409,239

+173.8% from 2015

Annual return

166.71%

+177.74 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.31M

Not enough data

1 years with asset history on file

Average account balance

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

$828K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.79%

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 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

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

Expense breakdown

Schedule H Part II

Admin total

$33

$6 / participant

Other / not subdivided$33100.0%

% of EOY assets

0.001%

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

$409,239

$181,896+125.0%

$156,551+161.4%

$273,972+49.4%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

166.71%

30.74%+136.0pp

32.23%+134.5pp

41.46%+125.3pp

Employer contribution / active EE

$2,531

$6,248-59.5%

$5,501-54.0%

$4,869-48.0%

Participant deferral / active EE

$8,000

$5,550+44.1%

$4,871+64.2%

$5,287+51.3%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-99.9%

ARUN BUDHRAJA MD INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARUN BUDHRAJA MD INC 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