Retirement plan

GOLDMAN IMMIGRATION, P.C. 401(K) PROFIT SHARING PLAN

Name: GOLDMAN IMMIGRATION, P.C. - GOLDMAN IMMIGRATION, P.C. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: GOLDMAN IMMIGRATION, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOLDMAN IMMIGRATION, P.C. 401(K) PROFIT SHARING PLAN, GOLDMAN IMMIGRATION, P.C.

GOLDMAN IMMIGRATION, P.C.EIN 71-0974570Plan #001PY 2024

1575 W. INA RD. - TUCSON, AZ 85704520-797-9229

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$488K

+49.5% from 2023

Total participants

0.0% from 2023

Average account balance

$48,794

+49.5% from 2023

Annual return

20.94%

+11.54 pp from 2023

Benchmarks

See 144,092 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort144,092 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$488K

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

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

+20.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$800

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 codes2E2J3D

Plan features

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$8K

$889 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.640%

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

$48,794

$159,934-69.5%

$147,005-66.8%

$145,959-66.6%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

20.94%

98.24%-77.3pp

418.76%-397.8pp

561.95%-541.0pp

Employer contribution / active EE

$3,054

$5,287-42.2%

$4,934-38.1%

$4,661-34.5%

Participant deferral / active EE

$7,875

$8,427-6.6%

$8,070-2.4%

$6,689+17.7%

Admin fee / account holder

$800

$15,053-94.7%

$13,006-93.8%

$13,398-94.0%

GOLDMAN IMMIGRATION, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOLDMAN IMMIGRATION, P.C. 401(K) PROFIT SHARING 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