Retirement plan

RAMESH R. SHAH, M.D., P.C. 401(K) PLAN

Name: RAMESH R. SHAH, M.D., P.C. - RAMESH R. SHAH, M.D., P.C. 401(K) PLAN (2025) Form 5500
Creator: RAMESH R. SHAH, M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RAMESH R. SHAH, M.D., P.C. 401(K) PLAN, RAMESH R. SHAH, M.D., P.C.

RAMESH R. SHAH, M.D., P.C.EIN 43-1670663Plan #004PY 2025

1703 WEST 30TH STREET, SUITE B - JOPLIN, MO 64804417-781-2616LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

+14.9% from 2024

Total participants

+11.1% from 2024

Average account balance

$235,538

+3.4% from 2024

Annual return

10.45%

-1.20 pp from 2024

Benchmarks

See 18,863 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort18,863 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.36M

Not enough data

1 years with asset history on file

Average account balance

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

$236K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$157K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+10.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6564

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

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

$66K

$10940 / participant

Other / not subdivided$66K100.0%

% of EOY assets

2.787%

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

$235,538

$227,399+3.6%

$189,758+24.1%

$198,609+18.6%

Participation rate

100.0%

84.0%+16.0pp

79.8%+20.2pp

82.4%+17.6pp

Annual return

10.45%

61.03%-50.6pp

52.62%-42.2pp

202.70%-192.2pp

Employer contribution / active EE

$17,158

$5,526+210.5%

$4,767+260.0%

$5,055+239.4%

Participant deferral / active EE

$9,083

$6,837+32.9%

$5,856+55.1%

$6,977+30.2%

Admin fee / account holder

$6,564

$25,162-73.9%

$20,388-67.8%

$19,030-65.5%

RAMESH R. SHAH, M.D., P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RAMESH R. SHAH, M.D., P.C. 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