Retirement plan

PEDRAM ENAYATI MD CORP 401(K) PROFIT SHARING PLAN

Name: PEDRAM ENAYATI MD CORP - PEDRAM ENAYATI MD CORP 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: PEDRAM ENAYATI MD CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEDRAM ENAYATI MD CORP 401(K) PROFIT SHARING PLAN, PEDRAM ENAYATI MD CORP

PEDRAM ENAYATI MD CORPEIN 45-4448226Plan #001PY 2023

505 16TH STREET - SANTA MONICA, CA 90402310-858-2224

Other plans on this EIN

1 filing

#002Retirement-$1.3M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$160K

+116.6% from 2022

Total participants

0.0% from 2022

Average account balance

$40,058

+116.6% from 2022

Annual return

15.78%

+15.78 pp from 2022

Benchmarks

See 18,480 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort18,480 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$269K

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+17.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$611

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 codes2E2J

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$874

$219 / participant

Other / not subdivided$874100.0%

% of EOY assets

0.545%

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

$40,058

$96,388-58.4%

$80,627-50.3%

$139,466-71.3%

Participation rate

100.0%

73.6%+26.4pp

67.0%+33.0pp

80.3%+19.7pp

Annual return

15.78%

1352.08%-1336.3pp

936.76%-921.0pp

373.66%-357.9pp

Employer contribution / active EE

$1,770

$3,260-45.7%

$2,723-35.0%

$4,754-62.8%

Participant deferral / active EE

$16,875

$5,224+223.0%

$4,443+279.8%

$6,712+151.4%

Admin fee / account holder

$219

$6,603-96.7%

$5,381-95.9%

$11,409-98.1%

PEDRAM ENAYATI MD CORP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEDRAM ENAYATI MD CORP 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