Retirement plan

EEHAB A. KENAWY, MD 401K PLAN

Name: EEHAB A. KENAWY, MD - EEHAB A. KENAWY, MD 401K PLAN (2024) Form 5500
Creator: EEHAB A. KENAWY, MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EEHAB A. KENAWY, MD 401K PLAN, EEHAB A. KENAWY, MD

EEHAB A. KENAWY, MDEIN 36-4537549Plan #001PY 2024

621 W. BALDWIN ROAD SUITE A - PANAMA CITY, FL 32405850-747-3661

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+15.2% from 2023

Total participants

+4.7% from 2023

Average account balance

$60,450

+9.0% from 2023

Annual return

11.81%

-2.39 pp from 2023

Benchmarks

See 21,691 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,691 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.24M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

108.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$219K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4132

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 codes2G2J3D

Plan features

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$153K

$4497 / participant

Other / not subdivided$153K100.0%

% of EOY assets

6.836%

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

$60,450

$81,358-25.7%

$155,556-61.1%

$80,959-25.3%

Participation rate

76.5%

66.3%+10.2pp

78.2%-1.8pp

67.7%+8.8pp

Annual return

11.81%

33.39%-21.6pp

64.84%-53.0pp

35.67%-23.9pp

Employer contribution / active EE

$2,235

$3,106-28.1%

$4,675-52.2%

$2,757-19.0%

Participant deferral / active EE

$4,201

$3,455+21.6%

$5,631-25.4%

$4,300-2.3%

Admin fee / account holder

$4,132

$7,994-48.3%

$15,885-74.0%

$6,925-40.3%

EEHAB A. KENAWY, MD 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EEHAB A. KENAWY, MD 401K 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