Retirement plan

GUL G. CHABLANI, M.D., P.C. 401(K) SAFE HARBOR PLAN

Name: GUL G. CHABLANI, M.D., P.C. - GUL G. CHABLANI, M.D., P.C. 401(K) SAFE HARBOR PLAN (2021) Form 5500
Creator: GUL G. CHABLANI, M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GUL G. CHABLANI, M.D., P.C. 401(K) SAFE HARBOR PLAN, GUL G. CHABLANI, M.D., P.C.

GUL G. CHABLANI, M.D., P.C.EIN 52-2288229Plan #002PY 2021

11314 CORAL GABLES DRIVE - NORTH POTOMAC, MD 208783803301-468-2520LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#003Retirement-$1K assets

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$4.4M

+22.5% from 2020

Total participants

+12.5% from 2020

Average account balance

$488,285

+8.9% from 2020

Annual return

19.33%

+1.01 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.38M

Not enough data

1 years with asset history on file

Average account balance

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

$1.0M

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

$157K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+10.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$78

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$0 / participant

Other / not subdivided$1100.0%

% of EOY assets

0.000%

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

$488,285

$217,432+124.6%

$185,851+162.7%

$167,553+191.4%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

19.33%

148.43%-129.1pp

122.11%-102.8pp

478.89%-459.6pp

Employer contribution / active EE

$2,727

$5,874-53.6%

$5,168-47.2%

$4,840-43.7%

Participant deferral / active EE

$11,436

$6,357+79.9%

$5,569+105.4%

$6,343+80.3%

Admin fee / account holder

$19,820-100.0%

$16,245-100.0%

$12,316-100.0%

GUL G. CHABLANI, M.D., P.C. 401(K) SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GUL G. CHABLANI, M.D., P.C. 401(K) SAFE HARBOR 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