Retirement plan

ABHISHEK MOGRE DMD, INC. RETIREMENT PLAN

Name: ABHISHEK MOGRE DMD, INC. - ABHISHEK MOGRE DMD, INC. RETIREMENT PLAN (2023) Form 5500
Creator: ABHISHEK MOGRE DMD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABHISHEK MOGRE DMD, INC. RETIREMENT PLAN, ABHISHEK MOGRE DMD, INC.

ABHISHEK MOGRE DMD, INC.EIN 81-1331000Plan #002PY 2023

505 SOUTH DR., STE #4 - MOUNTAIN VIEW, CA 94040978-239-2856

Other plans on this EIN

1 filing

#001Retirement-$136K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$152K

+1.3% from 2022

Total participants

0.0% from 2022

Average account balance

$18,986

+1.3% from 2022

Annual return

-39.85%

+19.96 pp from 2022

Benchmarks

See 108,045 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,045 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$263K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

266.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+32.57%

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,986

$175,257-89.2%

$149,717-87.3%

$139,456-86.4%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

-39.85%

166.70%-206.6pp

134.41%-174.3pp

373.45%-413.3pp

Employer contribution / active EE

$7,839

$5,477+43.1%

$4,820+62.7%

$4,753+64.9%

Participant deferral / active EE

$4,500

$6,521-31.0%

$5,682-20.8%

$6,711-32.9%

Admin fee / account holder

$16,156-100.0%

$13,213-100.0%

$11,407-100.0%

ABHISHEK MOGRE DMD, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ABHISHEK MOGRE DMD, INC. RETIREMENT 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