Retirement plan

MAX BENZAQUEN, MD, PC SAFE HARBOR 401(K) PLAN

Name: MAX BENZAQUEN, M.D., P.C. - MAX BENZAQUEN, MD, PC SAFE HARBOR 401(K) PLAN (2021) Form 5500
Creator: MAX BENZAQUEN, M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAX BENZAQUEN, MD, PC SAFE HARBOR 401(K) PLAN, MAX BENZAQUEN, M.D., P.C.

MAX BENZAQUEN, M.D., P.C.EIN 43-1754652Plan #004PY 2021

14377 WOODLAKE DR., SUITE 308 - CHESTERFIELD, MO 630175735314-878-8744

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.2M

+11.5% from 2020

Total participants

0.0% from 2020

Average account balance

$441,259

+11.5% from 2020

Annual return

9.72%

-20.73 pp from 2020

Benchmarks

See 103,200 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,200 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.48M

Not enough data

1 years with asset history on file

Average account balance

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

$496K

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

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

+14.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3600

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$441,259

$217,427+102.9%

$185,837+137.4%

$167,518+163.4%

Participation rate

100.0%

86.0%+14.0pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

9.72%

148.39%-138.7pp

122.08%-112.4pp

478.71%-469.0pp

Employer contribution / active EE

$3,397

$5,874-42.2%

$5,168-34.3%

$4,838-29.8%

Participant deferral / active EE

$8,623

$6,357+35.6%

$5,568+54.9%

$6,342+36.0%

Admin fee / account holder

$19,816-100.0%

$16,241-100.0%

$12,312-100.0%

MAX BENZAQUEN, MD, PC SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MAX BENZAQUEN, MD, PC SAFE HARBOR 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