Retirement plan

BRENA M DESAI PEDIATRICIAN PC PROFIT SHARING PENSION PLAN

Name: BRENA M DESAI PEDIATRICIAN PC - BRENA M DESAI PEDIATRICIAN PC PROFIT SHARING PENSION PLAN (2018) Form 5500
Creator: BRENA M DESAI PEDIATRICIAN PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRENA M DESAI PEDIATRICIAN PC PROFIT SHARING PENSION PLAN, BRENA M DESAI PEDIATRICIAN PC

BRENA M DESAI PEDIATRICIAN PCEIN 42-1627372Plan #001PY 2018

157-15 46TH AVE, - FLUSHING, NY 11355516-297-1870LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$881K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$458K

+20.5% from 2017

Total participants

0.0% from 2017

Average account balance

$76,355

+20.5% from 2017

Annual return

7.69%

-20.82 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.76M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+41.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$589

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

$76,355

$180,462-57.7%

$154,111-50.5%

$135,379-43.6%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

7.69%

888.17%-880.5pp

735.18%-727.5pp

519.79%-512.1pp

Employer contribution / active EE

$5,593

$6,036-7.3%

$5,298+5.6%

$4,779+17.0%

Participant deferral / active EE

$4,125

$5,806-28.9%

$5,081-18.8%

$5,609-26.4%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

BRENA M DESAI PEDIATRICIAN PC PROFIT SHARING PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BRENA M DESAI PEDIATRICIAN PC PROFIT SHARING PENSION 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