Retirement plan

SHELLY SHI MEDICAL, P.C. 401(K) PROFIT SHARING PLAN

Name: SHELLY SHI MEDICAL, P.C. - SHELLY SHI MEDICAL, P.C. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: SHELLY SHI MEDICAL, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHELLY SHI MEDICAL, P.C. 401(K) PROFIT SHARING PLAN, SHELLY SHI MEDICAL, P.C.

SHELLY SHI MEDICAL, P.C.EIN 46-3773837Plan #002PY 2025

185 CANAL STREET, SUITE 405 - NEW YORK, NY 10013917-388-2792LinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#001Retirement-$768K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$165K

+37.0% from 2024

Total participants

0.0% from 2024

Average account balance

$41,328

+37.0% from 2024

Annual return

4.21%

-0.93 pp from 2024

Benchmarks

See 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$165K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+4.21%

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 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.

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

$41,328

$181,062-77.2%

$158,223-73.9%

$155,188-73.4%

Participation rate

100.0%

82.7%+17.3pp

79.2%+20.8pp

80.8%+19.2pp

Annual return

4.21%

57.39%-53.2pp

52.09%-47.9pp

148.84%-144.6pp

Employer contribution / active EE

$2,857

$4,565-37.4%

$4,109-30.5%

$4,248-32.7%

Participant deferral / active EE

$10,333

$6,134+68.4%

$5,467+89.0%

$6,531+58.2%

Admin fee / account holder

$18,825-100.0%

$16,047-100.0%

$14,480-100.0%

SHELLY SHI MEDICAL, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SHELLY SHI MEDICAL, P.C. 401(K) PROFIT SHARING 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