Retirement plan

SUNIL PATEL, D.O., INC. 401(K) PROFIT SHARING PLAN

Name: SUNIL PATEL, D.O., INC. - SUNIL PATEL, D.O., INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SUNIL PATEL, D.O., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUNIL PATEL, D.O., INC. 401(K) PROFIT SHARING PLAN, SUNIL PATEL, D.O., INC.

SUNIL PATEL, D.O., INC.EIN 45-3139093Plan #002PY 2017

18145 US HIGHWAY 18, SUITE F-G - APPLE VALLEY, CA 92307760-617-6109

Other plans on this EIN

1 filing

#001Retirement-$1.1M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$511K

+49.8% from 2016

Total participants

+50.0% from 2016

Average account balance

$56,728

-0.2% from 2016

Annual return

15.59%

+14.82 pp from 2016

Benchmarks

See 106,910 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,910 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$878K

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+4.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$251

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,728

$198,466-71.4%

$170,442-66.7%

$147,584-61.6%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

15.59%

257.29%-241.7pp

205.93%-190.3pp

578.55%-563.0pp

Employer contribution / active EE

$1,213

$6,184-80.4%

$5,433-77.7%

$4,876-75.1%

Participant deferral / active EE

$15,429

$5,629+174.1%

$4,939+212.4%

$5,439+183.7%

Admin fee / account holder

$16,852-100.0%

$13,880-100.0%

$10,885-100.0%

SUNIL PATEL, D.O., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SUNIL PATEL, D.O., INC. 401(K) PROFIT SHARING 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