Retirement plan

NAMRATA M. PATEL, PLLC 401(K) PLAN

Name: NAMRATA M.PATEL PLLC PATEL - NAMRATA M. PATEL, PLLC 401(K) PLAN (2020) Form 5500
Creator: NAMRATA M.PATEL PLLC PATEL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NAMRATA M. PATEL, PLLC 401(K) PLAN, NAMRATA M.PATEL PLLC PATEL

NAMRATA M.PATEL PLLC PATELEIN 45-5082857Plan #002PY 2020

1508 CAMINO LAGO - IRVING, TX 75039972-800-0445

Other plans on this EIN

1 filing

#001Retirement-$405K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$172K

+76.1% from 2019

Total participants

0.0% from 2019

Average account balance

$172,278

+76.1% from 2019

Annual return

36.22%

+19.65 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$410K

Not enough data

1 years with asset history on file

Average account balance

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

$410K

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

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$46K

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

+11.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J

Plan features

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$172,278

$209,422-17.7%

$178,503-3.5%

$158,982+8.4%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

36.22%

188.81%-152.6pp

151.12%-114.9pp

302.99%-266.8pp

Employer contribution / active EE

$19,525

$5,707+242.1%

$5,011+289.6%

$4,763+309.9%

Participant deferral / active EE

$19,500

$5,955+227.5%

$5,202+274.8%

$5,983+225.9%

Admin fee / account holder

$17,079-100.0%

$13,987-100.0%

$11,252-100.0%

NAMRATA M. PATEL, PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NAMRATA M. PATEL, PLLC 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