Retirement plan

NITIN S. SARDESAI, M.D. S.C. PROFIT SHARING PLAN &

Name: NITIN S. SARDESAI, M.D. P.C. - NITIN S. SARDESAI, M.D. S.C. PROFIT SHARING PLAN & (2018) Form 5500
Creator: NITIN S. SARDESAI, M.D. P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NITIN S. SARDESAI, M.D. S.C. PROFIT SHARING PLAN &, NITIN S. SARDESAI, M.D. P.C.

NITIN S. SARDESAI, M.D. P.C.EIN 36-3085977Plan #002PY 2018

9307 CALUMET, SUITE D1 - MUNSTER, IN 46321219-836-2055

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.6M

+13.5% from 2017

Total participants

-22.2% from 2017

Average account balance

-100.0% from 2017

Annual return

11.83%

+0.45 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.21M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

+19.55%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$112441

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.

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

$180,459-100.0%

$154,108-100.0%

$135,380-100.0%

Participation rate

0.0%

87.4%-87.4pp

83.0%-83.0pp

82.6%-82.6pp

Annual return

11.83%

888.21%-876.4pp

735.21%-723.4pp

519.81%-508.0pp

Employer contribution / active EE

$1,629

$6,035-73.0%

$5,298-69.2%

$4,779-65.9%

Participant deferral / active EE

$3,891

$5,806-33.0%

$5,081-23.4%

$5,609-30.6%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

NITIN S. SARDESAI, M.D. S.C. PROFIT SHARING PLAN &

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NITIN S. SARDESAI, M.D. S.C. 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