Retirement plan

PARRISH SADEGHI, M. D. , INC. 401(K) PROFIT SHARING PLAN

Name: PARRISH SADEGHI, M.D., INC. - PARRISH SADEGHI, M. D. , INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: PARRISH SADEGHI, M.D., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARRISH SADEGHI, M. D. , INC. 401(K) PROFIT SHARING PLAN, PARRISH SADEGHI, M.D., INC.

PARRISH SADEGHI, M.D., INC.EIN 45-5202710Plan #002PY 2021

2001 SANTA MONICA BLVD., SUITE 480W - SANTA MONICA, CA 90404310-954-9501

Other plans on this EIN

1 filing

#001Retirement-$576K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$107K

+95.5% from 2020

Total participants

+33.3% from 2020

Average account balance

$26,671

+46.6% from 2020

Annual return

17.45%

+9.70 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$311K

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+9.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1089

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$550

$183 / participant

Other / not subdivided$550100.0%

% of EOY assets

0.516%

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

$26,671

$217,432-87.7%

$185,849-85.6%

$167,536-84.1%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

17.45%

148.42%-131.0pp

122.10%-104.6pp

478.82%-461.4pp

Employer contribution / active EE

$6,251

$5,875+6.4%

$5,169+20.9%

$4,839+29.2%

Participant deferral / active EE

$7,950

$6,357+25.1%

$5,569+42.8%

$6,342+25.3%

Admin fee / account holder

$138

$19,818-99.3%

$16,244-99.2%

$12,315-98.9%

PARRISH SADEGHI, M. D. , INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PARRISH SADEGHI, M. D. , 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