Retirement plan

S. FARUQUI, MD, APMC, PROFIT SHARING PLAN AND TRUST

Name: S. FARUQUI, MD, APMC - S. FARUQUI, MD, APMC, PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: S. FARUQUI, MD, APMC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S. FARUQUI, MD, APMC, PROFIT SHARING PLAN AND TRUST, S. FARUQUI, MD, APMC

S. FARUQUI, MD, APMCEIN 72-0911811Plan #003PY 2025

5320 DIJON DRIVE - BATON ROUGE, LA 70809225-769-2161

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$7.5M

+26.4% from 2024

Total participants

0.0% from 2024

Average account balance

$937,336

+26.4% from 2024

Annual return

26.33%

-10.50 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.50M

Not enough data

1 years with asset history on file

Average account balance

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

$937K

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.

400.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+26.33%

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 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

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.

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

$937,336

$185,312+405.8%

$161,489+480.4%

$154,746+505.7%

Participation rate

100.0%

82.5%+17.5pp

78.7%+21.3pp

80.7%+19.3pp

Annual return

26.33%

103.84%-77.5pp

89.72%-63.4pp

172.34%-146.0pp

Employer contribution / active EE

$1,116

$4,769-76.6%

$4,268-73.9%

$4,379-74.5%

Participant deferral / active EE

$6,350-100.0%

$5,630-100.0%

$6,730-100.0%

Admin fee / account holder

$18,654-100.0%

$16,006-100.0%

$14,365-100.0%

S. FARUQUI, MD, APMC, PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

S. FARUQUI, MD, APMC, PROFIT SHARING PLAN AND TRUST

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