Retirement plan

RIXT LUIKENAAR, MD., PLLC, 401(K) PROFIT SHARING PLAN

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

RIXT LUIKENAAR MD PLLCEIN 46-1715412Plan #001PY 2023

2160 E 4500 S STE 2 - HOLLADAY, UT 84117801-272-3909

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$798K

+27.3% from 2022

Total participants

0.0% from 2022

Average account balance

No prior year

Annual return

18.56%

+34.71 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.53M

Not enough data

1 years with asset history on file

Average account balance

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

$219K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+89.44%

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 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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$1586 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.596%

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

$175,231-100.0%

$149,696-100.0%

$139,466-100.0%

Participation rate

0.0%

83.4%-83.4pp

78.8%-78.8pp

80.3%-80.3pp

Annual return

18.56%

166.77%-148.2pp

134.46%-115.9pp

373.66%-355.1pp

Employer contribution / active EE

$4,538

$5,478-17.2%

$4,821-5.9%

$4,754-4.5%

Participant deferral / active EE

$13,652

$6,521+109.3%

$5,682+140.3%

$6,712+103.4%

Admin fee / account holder

$16,155-100.0%

$13,212-100.0%

$11,409-100.0%

RIXT LUIKENAAR, MD., PLLC, 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RIXT LUIKENAAR, MD., PLLC, 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