Retirement plan

YASH KUMAR, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST

Name: YASH KUMAR, M.D., P.A. - YASH KUMAR, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: YASH KUMAR, M.D., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YASH KUMAR, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST, YASH KUMAR, M.D., P.A.

YASH KUMAR, M.D., P.A.EIN 52-1191950Plan #003PY 2017

908 HILLSTEAD DR - LUTHERVILLE, MD 21093410-840-0023

Other plans on this EIN

1 filing

#004Retirement-$1.6M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.6M

+17.8% from 2016

Total participants

-11.1% from 2016

Average account balance

$515,270

+51.4% from 2016

Annual return

18.46%

+9.88 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.64%

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 codes2E2F2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$112K

$14015 / participant

Other / not subdivided$112K100.0%

% of EOY assets

3.108%

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

$515,270

$198,457+159.6%

$170,435+202.3%

$147,586+249.1%

Participation rate

87.5%

88.0%-0.5pp

83.6%+3.9pp

82.8%+4.7pp

Annual return

18.46%

257.30%-238.8pp

205.94%-187.5pp

578.59%-560.1pp

Employer contribution / active EE

$4,565

$6,183-26.2%

$5,432-16.0%

$4,876-6.4%

Participant deferral / active EE

$6,748

$5,629+19.9%

$4,939+36.6%

$5,439+24.1%

Admin fee / account holder

$16,017

$16,852-5.0%

$13,881+15.4%

$10,886+47.1%

YASH KUMAR, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YASH KUMAR, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST

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