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 (2022) 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 2022

1301 20TH ST, SUITE 260 - SANTA MONICA, CA 90404LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$303K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$93K

+99.0% from 2021

Total participants

0.0% from 2021

Average account balance

$15,446

+99.0% from 2021

Annual return

-5.09%

-5.35 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$403

$101 / participant

Other / not subdivided$403100.0%

% of EOY assets

0.435%

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

$15,446

$167,353-90.8%

$143,797-89.3%

$134,545-88.5%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-5.09%

0.48%-5.6pp

-0.04%-5.1pp

418.37%-423.5pp

Employer contribution / active EE

$6,992

$5,620+24.4%

$4,952+41.2%

$4,742+47.5%

Participant deferral / active EE

$5,125

$6,447-20.5%

$5,638-9.1%

$6,401-19.9%

Admin fee / account holder

$67

$18,096-99.6%

$14,679-99.5%

$11,431-99.4%

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