Retirement plan

E. JOSEPH NADJI MD, A MEDICAL CORP 401(K) PROFIT SHARING PLAN

Name: E. JOSEPH NADJI MD, A MEDICAL CORP - E. JOSEPH NADJI MD, A MEDICAL CORP 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: E. JOSEPH NADJI MD, A MEDICAL CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, E. JOSEPH NADJI MD, A MEDICAL CORP 401(K) PROFIT SHARING PLAN, E. JOSEPH NADJI MD, A MEDICAL CORP

E. JOSEPH NADJI MD, A MEDICAL CORPEIN 47-3092530Plan #002PY 2024

1301 20TH ST, SUITE 260 - SANTA MONICA, CA 90404310-801-0918LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$587K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$169K

+36.9% from 2023

Total participants

+28.6% from 2023

Average account balance

$18,816

+6.5% from 2023

Annual return

6.61%

+2.24 pp from 2023

Benchmarks

See 109,631 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,631 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$169K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+6.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$153

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 codes2E2J3D

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.
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

$1K

$229 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.811%

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

$18,816

$183,592-89.8%

$155,567-87.9%

$145,959-87.1%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

6.61%

61.24%-54.6pp

64.74%-58.1pp

561.95%-555.3pp

Employer contribution / active EE

$2,407

$5,315-54.7%

$4,674-48.5%

$4,661-48.3%

Participant deferral / active EE

$3,833

$6,464-40.7%

$5,628-31.9%

$6,689-42.7%

Admin fee / account holder

$153

$19,318-99.2%

$15,916-99.0%

$13,398-98.9%

E. JOSEPH NADJI MD, A MEDICAL CORP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

E. JOSEPH NADJI MD, A MEDICAL CORP 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