Retirement plan

KAM PRIMARY CARE P.C. 401(K) PLAN

Name: KAM PRIMARY CARE P.C. - KAM PRIMARY CARE P.C. 401(K) PLAN (2025) Form 5500
Creator: KAM PRIMARY CARE P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KAM PRIMARY CARE P.C. 401(K) PLAN, KAM PRIMARY CARE P.C.

KAM PRIMARY CARE P.C.EIN 47-3374754Plan #001PY 2025

24812 NORTHERN BLVD, STE 2A - LITTLE NECK, NY 11362718-281-3028kamprimarycare.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$392K

+49.4% from 2024

Total participants

0.0% from 2024

Average account balance

$55,976

+49.4% from 2024

Annual return

20.44%

-3.94 pp from 2024

Benchmarks

See 88,187 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort88,187 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$392K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+20.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$84

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

See the 5-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2F2G2H2S2T3D

Plan features

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$588

$84 / participant

Other / not subdivided$588100.0%

% of EOY assets

0.150%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,976

$177,572-68.5%

$154,803-63.8%

$142,382-60.7%

Participation rate

100.0%

82.1%+17.9pp

78.1%+21.9pp

80.1%+19.9pp

Annual return

20.44%

65.07%-44.6pp

58.88%-38.4pp

217.08%-196.6pp

Employer contribution / active EE

$4,325

$4,810-10.1%

$4,305+0.5%

$4,299+0.6%

Participant deferral / active EE

$6,513

$6,272+3.9%

$5,540+17.6%

$6,507+0.1%

Admin fee / account holder

$84

$16,786-99.5%

$14,329-99.4%

$12,624-99.3%

KAM PRIMARY CARE P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KAM PRIMARY CARE P.C. 401(K) 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