Retirement plan

ASHRAF NASHED, MD PA , A MEDICAL CORPORATION 401K PROFIT SHARING PLAN

Name: ASHRAF NASHED, MD PA , A MEDICAL CORPORATION - ASHRAF NASHED, MD PA , A MEDICAL CORPORATION 401K PROFIT SHARING PLAN (2019) Form 5500
Creator: ASHRAF NASHED, MD PA , A MEDICAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASHRAF NASHED, MD PA , A MEDICAL CORPORATION 401K PROFIT SHARING PLAN, ASHRAF NASHED, MD PA , A MEDICAL CORPORATION

ASHRAF NASHED, MD PA , A MEDICAL CORPORATIONEIN 77-0557487Plan #003PY 2019

PO BOX 3845 - THOUSAND OAKS, CA 91359805-338-3449

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$529K

+6.5% from 2018

Total participants

0.0% from 2018

Average account balance

$105,724

+6.5% from 2018

Annual return

-2.00%

-4.29 pp from 2018

Benchmarks

See 104,325 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,325 peers

Snapshot2019

See peer percentile detail. $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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$292K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$130K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+13.49%

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

See the 8-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 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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$105,724

$202,318-47.7%

$172,739-38.8%

$152,861-30.8%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.4%+17.6pp

Annual return

-2.00%

1029.65%-1031.7pp

802.84%-804.8pp

345.32%-347.3pp

Employer contribution / active EE

$4,274

$5,856-27.0%

$5,143-16.9%

$4,762-10.2%

Participant deferral / active EE

$6,250

$5,948+5.1%

$5,198+20.2%

$5,850+6.8%

Admin fee / account holder

$17,109-100.0%

$13,954-100.0%

$11,596-100.0%

ASHRAF NASHED, MD PA , A MEDICAL CORPORATION 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ASHRAF NASHED, MD PA , A MEDICAL CORPORATION 401K 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