Retirement plan

ALOK KRISHNA, M.D. 401(K) PROFIT SHARING PLAN

Name: ALOK KRISHNA, M.D. - ALOK KRISHNA, M.D. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: ALOK KRISHNA, M.D.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALOK KRISHNA, M.D. 401(K) PROFIT SHARING PLAN, ALOK KRISHNA, M.D.

ALOK KRISHNA, M.D.EIN 46-0907936Plan #002PY 2023

281 CATTERLINE WAY - FOLSOM, CA 95630713-557-6154

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$928K

+33.8% from 2022

Total participants

+120.0% from 2022

Average account balance

$29,010

-37.3% from 2022

Annual return

6.15%

-141.31 pp from 2022

Benchmarks

See 108,094 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,094 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.17M

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.

156.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$210K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+38.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8336

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

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

$3K

$158 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.307%

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

$29,010

$175,212-83.4%

$149,682-80.6%

$139,427-79.2%

Participation rate

94.4%

83.4%+11.1pp

78.8%+15.7pp

80.3%+14.1pp

Annual return

6.15%

166.63%-160.5pp

134.35%-128.2pp

373.27%-367.1pp

Employer contribution / active EE

$5,951

$5,475+8.7%

$4,818+23.5%

$4,752+25.3%

Participant deferral / active EE

$4,732

$6,520-27.4%

$5,681-16.7%

$6,711-29.5%

Admin fee / account holder

$89

$16,150-99.4%

$13,210-99.3%

$11,404-99.2%

ALOK KRISHNA, M.D. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALOK KRISHNA, M.D. 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