Retirement plan

HARISH YALAMANCHILI, M.D., INC. 401(K) PROFIT SHARING PLAN

Name: HARISH YALAMANCHILI, M.D., INC. - HARISH YALAMANCHILI, M.D., INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: HARISH YALAMANCHILI, M.D., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARISH YALAMANCHILI, M.D., INC. 401(K) PROFIT SHARING PLAN, HARISH YALAMANCHILI, M.D., INC.

HARISH YALAMANCHILI, M.D., INC.EIN 82-1226953Plan #001PY 2021

2121 E. COAST HWY., SUITE 150 - CORONA DEL MAR, CA 92625815-549-6336

Other plans on this EIN

1 filing

#002Retirement-$506K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$568K

+52.4% from 2020

Total participants

+100.0% from 2020

Average account balance

$94,613

-23.8% from 2020

Annual return

15.85%

-222.76 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+22.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$612

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$6K

$929 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.981%

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

$94,613

$217,432-56.5%

$185,849-49.1%

$167,536-43.5%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

15.85%

148.42%-132.6pp

122.10%-106.2pp

478.82%-463.0pp

Employer contribution / active EE

$16,184

$5,875+175.5%

$5,169+213.1%

$4,839+234.4%

Participant deferral / active EE

$6,500

$6,357+2.2%

$5,569+16.7%

$6,342+2.5%

Admin fee / account holder

$929

$19,818-95.3%

$16,244-94.3%

$12,315-92.5%

HARISH YALAMANCHILI, M.D., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARISH YALAMANCHILI, M.D., INC. 401(K) PROFIT SHARING 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