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 (2023) 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 2023

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+20.7% from 2022

Total participants

+6.7% from 2022

Average account balance

$100,161

+13.2% from 2022

Annual return

15.51%

+30.28 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

$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

$100,161

$175,257-42.8%

$149,717-33.1%

$139,456-28.2%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

15.51%

166.70%-151.2pp

134.41%-118.9pp

373.45%-357.9pp

Employer contribution / active EE

$7,839

$5,477+43.1%

$4,820+62.6%

$4,753+64.9%

Participant deferral / active EE

$6,000

$6,521-8.0%

$5,682+5.6%

$6,711-10.6%

Admin fee / account holder

$16,156-100.0%

$13,213-100.0%

$11,407-100.0%

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