Retirement plan

ARKANSAS PULMONARY CLINIC PROFIT SHARING AND 401(K) PLAN

Name: HANAN KHADAM MAKHOUL MD PA D/B/A ARKANSAS PULMONARY CLINIC - ARKANSAS PULMONARY CLINIC PROFIT SHARING AND 401(K) PLAN (2024) Form 5500
Creator: HANAN KHADAM MAKHOUL MD PA D/B/A ARKANSAS PULMONARY CLINIC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARKANSAS PULMONARY CLINIC PROFIT SHARING AND 401(K) PLAN, HANAN KHADAM MAKHOUL MD PA D/B/A ARKANSAS PULMONARY CLINIC

HANAN KHADAM MAKHOUL MD PA D/B/A ARKANSAS PULMONARY CLINICEIN 81-2025087Plan #001PY 2024

9601 BAPTIST HEALTH DR., SUITE 560 - LITTLE ROCK, AR 72205501-224-0110

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$653K

+33.5% from 2023

Total participants

0.0% from 2023

Average account balance

$108,787

+33.5% from 2023

Annual return

20.95%

-3.85 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$653K

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+20.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$900

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$1080 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.827%

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

$108,787

$183,516-40.7%

$155,534-30.1%

$145,884-25.4%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

20.95%

61.43%-40.5pp

64.92%-44.0pp

551.85%-530.9pp

Employer contribution / active EE

$7,217

$5,315+35.8%

$4,675+54.4%

$4,662+54.8%

Participant deferral / active EE

$5,083

$6,467-21.4%

$5,630-9.7%

$6,690-24.0%

Admin fee / account holder

$900

$19,293-95.3%

$15,900-94.3%

$13,392-93.3%

ARKANSAS PULMONARY CLINIC PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARKANSAS PULMONARY CLINIC PROFIT SHARING AND 401(K) 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