Retirement plan

ASHOK AMIN, M.D., INC. 401(K) PLAN

Name: ASHOK AMIN, M.D., INC. - ASHOK AMIN, M.D., INC. 401(K) PLAN (2023) Form 5500
Creator: ASHOK AMIN, M.D., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASHOK AMIN, M.D., INC. 401(K) PLAN, ASHOK AMIN, M.D., INC.

ASHOK AMIN, M.D., INC.EIN 33-0821781Plan #002PY 2023

1711 W ROMNEYA DR - ANAHEIM, CA 928011804714-484-1200LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$7.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$775K

+40.8% from 2022

Total participants

0.0% from 2022

Average account balance

$48,464

+40.8% from 2022

Annual return

26.89%

+56.37 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

141.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+23.22%

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$254 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.426%

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

$48,464

$175,231-72.3%

$149,696-67.6%

$139,466-65.3%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

26.89%

166.77%-139.9pp

134.46%-107.6pp

373.66%-346.8pp

Employer contribution / active EE

$1,151

$5,478-79.0%

$4,821-76.1%

$4,754-75.8%

Participant deferral / active EE

$5,000

$6,521-23.3%

$5,682-12.0%

$6,712-25.5%

Admin fee / account holder

$207

$16,155-98.7%

$13,212-98.4%

$11,409-98.2%

ASHOK AMIN, M.D., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASHOK AMIN, M.D., INC. 401(K) 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