Retirement plan

KEOJAMPA MD FACIAL PLASTIC SURGERY RETIREMENT PLAN

Name: KEOJAMPA MD FACIAL PLASTIC SURGERY - KEOJAMPA MD FACIAL PLASTIC SURGERY RETIREMENT PLAN (2024) Form 5500
Creator: KEOJAMPA MD FACIAL PLASTIC SURGERY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEOJAMPA MD FACIAL PLASTIC SURGERY RETIREMENT PLAN, KEOJAMPA MD FACIAL PLASTIC SURGERY

KEOJAMPA MD FACIAL PLASTIC SURGERYEIN 45-5235981Plan #001PY 2024

10080 N. WOLFE RD, SUITE SW3-200 - CUPERTINO, CA 95014415-666-2525

Other plans on this EIN

1 filing

#002Retirement-$737K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$181K

+64.0% from 2023

Total participants

+20.0% from 2023

Average account balance

$30,201

+36.6% from 2023

Annual return

5.10%

+2.29 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$181K

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+5.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$142

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

Expense breakdown

Schedule H Part II

Admin total

$850

$142 / participant

Other / not subdivided$850100.0%

% of EOY assets

0.469%

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

$30,201

$183,516-83.5%

$155,534-80.6%

$145,884-79.3%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

5.10%

61.43%-56.3pp

64.92%-59.8pp

551.85%-546.7pp

Employer contribution / active EE

$6,566

$5,315+23.5%

$4,675+40.5%

$4,662+40.8%

Participant deferral / active EE

$4,275

$6,467-33.9%

$5,630-24.1%

$6,690-36.1%

Admin fee / account holder

$142

$19,293-99.3%

$15,900-99.1%

$13,392-98.9%

KEOJAMPA MD FACIAL PLASTIC SURGERY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KEOJAMPA MD FACIAL PLASTIC SURGERY RETIREMENT 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