Retirement plan

LEILA SOLTANI DDS, PC SAFE HARBOR 401K PROFIT SHARING PLAN

Name: LEILA SOLTANI DDS PC - LEILA SOLTANI DDS, PC SAFE HARBOR 401K PROFIT SHARING PLAN (2022) Form 5500
Creator: LEILA SOLTANI DDS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEILA SOLTANI DDS, PC SAFE HARBOR 401K PROFIT SHARING PLAN, LEILA SOLTANI DDS PC

LEILA SOLTANI DDS PCEIN 83-1177408Plan #001PY 2022

2312 PLAINFIELD RD - CREST HILL, IL 60403815-744-7175

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$103K

No prior year

Total participants

No prior year

Average account balance

$20,624

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 105,950 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,950 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$274K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.76%

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 codes2E2J

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$20,624

$167,362-87.7%

$143,799-85.7%

$134,532-84.7%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

0.00%

0.47%-0.5pp

-0.04%0pp

418.27%-418.3pp

Employer contribution / active EE

$16,021

$5,620+185.1%

$4,952+223.5%

$4,741+237.9%

Participant deferral / active EE

$4,808

$6,447-25.4%

$5,638-14.7%

$6,401-24.9%

Admin fee / account holder

$18,094-100.0%

$14,677-100.0%

$11,429-100.0%

LEILA SOLTANI DDS, PC SAFE HARBOR 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LEILA SOLTANI DDS, PC SAFE HARBOR 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