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 (2023) 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 2023

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

Other plans on this EIN

1 filing

#001Retirement-$4.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$970K

+31.6% from 2022

Total participants

0.0% from 2022

Average account balance

$194,057

+31.6% from 2022

Annual return

14.62%

+28.35 pp from 2022

Benchmarks

See 108,131 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,131 peers

Snapshot2023

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.

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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

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

$194,057

$175,202+10.8%

$149,673+29.7%

$139,434+39.2%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

14.62%

166.71%-152.1pp

134.42%-119.8pp

372.94%-358.3pp

Employer contribution / active EE

$7,237

$5,474+32.2%

$4,818+50.2%

$4,751+52.3%

Participant deferral / active EE

$24,079

$6,519+269.4%

$5,680+323.9%

$6,710+258.8%

Admin fee / account holder

$16,150-100.0%

$13,210-100.0%

$11,403-100.0%

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