Retirement plan

YULIA KOLTZOVA-RANG MD, PLLC 401(K) PLAN & TRUST

Name: YULIA KOLTZOVA-RANG MD, PLLC - YULIA KOLTZOVA-RANG MD, PLLC 401(K) PLAN & TRUST (2022) Form 5500
Creator: YULIA KOLTZOVA-RANG MD, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YULIA KOLTZOVA-RANG MD, PLLC 401(K) PLAN & TRUST, YULIA KOLTZOVA-RANG MD, PLLC

YULIA KOLTZOVA-RANG MD, PLLCEIN 83-2060345Plan #001PY 2022

10900 N. SCOTTSDALE RD., SUITE 102 - SCOTTSDALE, AZ 85254480-609-8600

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

-10.7% from 2021

Total participants

0.0% from 2021

Average account balance

$88,502

-10.7% from 2021

Annual return

-14.78%

-24.11 pp from 2021

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

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

240.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+11.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$425

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 codes2E2J3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,502

$167,362-47.1%

$143,799-38.5%

$134,532-34.2%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-14.78%

0.47%-15.3pp

-0.04%-14.7pp

418.27%-433.0pp

Employer contribution / active EE

$8,455

$5,620+50.4%

$4,952+70.7%

$4,741+78.3%

Participant deferral / active EE

$6,750

$6,447+4.7%

$5,638+19.7%

$6,401+5.5%

Admin fee / account holder

$18,094-100.0%

$14,677-100.0%

$11,429-100.0%

YULIA KOLTZOVA-RANG MD, PLLC 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

YULIA KOLTZOVA-RANG MD, PLLC 401(K) PLAN & TRUST

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