Retirement plan

PAREHJAN, VARTZAR AND KHOSROVIAN CHIRO, INC. 401(K) PROFIT SHARING PLAN

Name: PAREHJAN, VARTZAR AND KHOSROVIAN CHIROPRACTIC, INC. - PAREHJAN, VARTZAR AND KHOSROVIAN CHIRO, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: PAREHJAN, VARTZAR AND KHOSROVIAN CHIROPRACTIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAREHJAN, VARTZAR AND KHOSROVIAN CHIRO, INC. 401(K) PROFIT SHARING PLAN, PAREHJAN, VARTZAR AND KHOSROVIAN CHIROPRACTIC, INC.

PAREHJAN, VARTZAR AND KHOSROVIAN CHIROPRACTIC, INC.EIN 45-1345451Plan #001PY 2024

5709 WHITTIER BLVD. - LOS ANGELES, CA 90022323-266-7800

Other plans on this EIN

1 filing

#002Retirement-$1.6M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$364K

+127.3% from 2023

Total participants

+14.8% from 2023

Average account balance

$11,751

+98.0% from 2023

Annual return

8.28%

+1.13 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

$364K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

124.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$197K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+8.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$286

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 codes2E2F2G2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$9K

$355 / participant

Other / not subdivided$9K100.0%

% of EOY assets

2.435%

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

$11,751

$81,358-85.6%

$155,556-92.4%

$80,959-85.5%

Participation rate

100.0%

66.3%+33.7pp

78.2%+21.8pp

67.7%+32.3pp

Annual return

8.28%

33.39%-25.1pp

64.84%-56.6pp

35.67%-27.4pp

Employer contribution / active EE

$3,403

$3,106+9.5%

$4,675-27.2%

$2,757+23.4%

Participant deferral / active EE

$4,459

$3,455+29.0%

$5,631-20.8%

$4,300+3.7%

Admin fee / account holder

$286

$7,994-96.4%

$15,885-98.2%

$6,925-95.9%

PAREHJAN, VARTZAR AND KHOSROVIAN CHIRO, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAREHJAN, VARTZAR AND KHOSROVIAN CHIRO, INC. 401(K) PROFIT SHARING 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