Retirement plan

ALAN DARUSH M.D., A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN

Name: ALAN DARUSH M.D., A PROFESSIONAL CORP. - ALAN DARUSH M.D., A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ALAN DARUSH M.D., A PROFESSIONAL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALAN DARUSH M.D., A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN, ALAN DARUSH M.D., A PROFESSIONAL CORP.

ALAN DARUSH M.D., A PROFESSIONAL CORP.EIN 56-2485557Plan #002PY 2017

8540 RESEDA BLVD., SUITE 103 - NORTHRIDGE, CA 91324818-280-0700LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$756K

+61.3% from 2016

Total participants

+20.0% from 2016

Average account balance

$151,185

+61.3% from 2016

Annual return

56.34%

+56.34 pp from 2016

Benchmarks

See 114,334 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,334 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$604K

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+1.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$87

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 10-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.

Start for $4.99 See plans

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

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$151,185

$150,440+0.5%

$136,294+10.9%

$147,584+2.4%

Participation rate

75.0%

84.4%-9.4pp

81.9%-6.9pp

82.8%-7.8pp

Annual return

56.34%

1049.08%-992.7pp

5155.94%-5099.6pp

578.55%-522.2pp

Employer contribution / active EE

$1,330

$5,256-74.7%

$4,695-71.7%

$4,876-72.7%

Participant deferral / active EE

$4,500

$6,630-32.1%

$6,247-28.0%

$5,439-17.3%

Admin fee / account holder

$10,905-100.0%

$9,243-100.0%

$10,885-100.0%

ALAN DARUSH M.D., A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALAN DARUSH M.D., A PROFESSIONAL CORP. 401(K) PROFIT SHARING 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