Retirement plan

ELYSA R KAHAN DMD, PC 401(K) PROFIT SHARING PLAN & TRUST

Name: ELYSA R KAHAN DMD, PC - ELYSA R KAHAN DMD, PC 401(K) PROFIT SHARING PLAN & TRUST (2022) Form 5500
Creator: ELYSA R KAHAN DMD, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELYSA R KAHAN DMD, PC 401(K) PROFIT SHARING PLAN & TRUST, ELYSA R KAHAN DMD, PC

ELYSA R KAHAN DMD, PCEIN 47-1657007Plan #001PY 2022

18372 CLARK ST., STE. 201 - TARZANA, CA 91356818-578-8782

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$146K

+24.6% from 2021

Total participants

+66.7% from 2021

Average account balance

$36,584

-6.5% from 2021

Annual return

-20.43%

-32.15 pp from 2021

Benchmarks

See 105,950 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,950 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$564K

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+21.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$199

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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).

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

$36,584

$167,362-78.1%

$143,799-74.6%

$134,532-72.8%

Participation rate

80.0%

84.8%-4.8pp

80.3%-0.3pp

81.2%-1.2pp

Annual return

-20.43%

0.47%-20.9pp

-0.04%-20.4pp

418.27%-438.7pp

Employer contribution / active EE

$1,910

$5,620-66.0%

$4,952-61.4%

$4,741-59.7%

Participant deferral / active EE

$8,671

$6,447+34.5%

$5,638+53.8%

$6,401+35.5%

Admin fee / account holder

$18,094-100.0%

$14,677-100.0%

$11,429-100.0%

ELYSA R KAHAN DMD, PC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ELYSA R KAHAN DMD, PC 401(K) PROFIT SHARING PLAN & TRUST

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