Retirement plan

ARVIND J. MEHTA, MD, APMC PROFIT SHARING 401(K) PLAN

Name: ARVIND J. MEHTA, M.D., A PROF. MEDICAL CORP. - ARVIND J. MEHTA, MD, APMC PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: ARVIND J. MEHTA, M.D., A PROF. MEDICAL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARVIND J. MEHTA, MD, APMC PROFIT SHARING 401(K) PLAN, ARVIND J. MEHTA, M.D., A PROF. MEDICAL CORP.

ARVIND J. MEHTA, M.D., A PROF. MEDICAL CORP.EIN 33-0942049Plan #004PY 2017

2785 PACIFIC AVE STE A - LONG BEACH, CA 908062612562-424-4447

Other plans on this EIN

1 filing

#003Retirement-$2.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$141K

No prior year

Total participants

No prior year

Average account balance

$70,283

No prior year

Annual return

97.79%

No prior year

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

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$727K

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

+32.96%

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

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

$70,283

$198,457-64.6%

$170,435-58.8%

$147,586-52.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

97.79%

257.30%-159.5pp

205.94%-108.2pp

578.59%-480.8pp

Employer contribution / active EE

$15,000

$6,183+142.6%

$5,432+176.1%

$4,876+207.6%

Participant deferral / active EE

$17,950

$5,629+218.9%

$4,939+263.4%

$5,439+230.0%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

ARVIND J. MEHTA, MD, APMC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ARVIND J. MEHTA, MD, APMC PROFIT SHARING 401(K) 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