Retirement plan

DR K 401(K) PLAN

Name: DR K PLASTIC SURGERY, A MEDICAL CORPORATION - DR K 401(K) PLAN (2018) Form 5500
Creator: DR K PLASTIC SURGERY, A MEDICAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR K 401(K) PLAN, DR K PLASTIC SURGERY, A MEDICAL CORPORATION

DR K PLASTIC SURGERY, A MEDICAL CORPORATIONEIN 51-0568331Plan #001PY 2018

11160 WARNER AVE., SUITE 119 - FOUNTAIN VALLEY, CA 92708714-444-4495LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$622K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$182K

+53.6% from 2017

Total participants

+33.3% from 2017

Average account balance

$45,384

+15.2% from 2017

Annual return

13.20%

+3.02 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$207K

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

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+35.99%

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 codes2D2E2J2R

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$45,384

$180,459-74.9%

$154,108-70.6%

$135,380-66.5%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

13.20%

888.21%-875.0pp

735.21%-722.0pp

519.81%-506.6pp

Employer contribution / active EE

$2,394

$6,035-60.3%

$5,298-54.8%

$4,779-49.9%

Participant deferral / active EE

$21,500

$5,806+270.3%

$5,081+323.2%

$5,609+283.3%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

DR K 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DR K 401(K) 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