Retirement plan

MORENO VALLEY PHARMACY 401(K) PROFIT SHARING PLAN

Name: PRAVIN DARJI, A SOLE PROPRIETOR DBA MORENO VALLEY PHARMACY - MORENO VALLEY PHARMACY 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: PRAVIN DARJI, A SOLE PROPRIETOR DBA MORENO VALLEY PHARMACY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MORENO VALLEY PHARMACY 401(K) PROFIT SHARING PLAN, PRAVIN DARJI, A SOLE PROPRIETOR DBA MORENO VALLEY PHARMACY

PRAVIN DARJI, A SOLE PROPRIETOR DBA MORENO VALLEY PHARMACYEIN 33-0642799Plan #001PY 2024

12900 FREDERICK STREET,SUITE B - MORENO VALLEY, CA 92553951-485-6500LinkedIn1-10 employeescosmetics

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.9M

+47.4% from 2023

Total participants

-50.0% from 2023

Average account balance

-100.0% from 2023

Annual return

44.03%

+6.05 pp from 2023

Benchmarks

See 22,293 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,293 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.94M

Not enough data

1 years with asset history on file

Average account balance

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

$589K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

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

+44.03%

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 codes2E2F2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$97

$19 / participant

Other / not subdivided$97100.0%

% of EOY assets

0.003%

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

$111,830-100.0%

$93,696-100.0%

$145,884-100.0%

Participation rate

0.0%

74.2%-74.2pp

68.7%-68.7pp

80.3%-80.3pp

Annual return

44.03%

204.08%-160.0pp

133.74%-89.7pp

551.85%-507.8pp

Employer contribution / active EE

$4,663

$3,093+50.8%

$2,422+92.5%

$4,6620%

Participant deferral / active EE

$8,800

$4,920+78.9%

$4,417+99.2%

$6,690+31.5%

Admin fee / account holder

$10,249-100.0%

$8,287-100.0%

$13,392-100.0%

MORENO VALLEY PHARMACY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MORENO VALLEY PHARMACY 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