Retirement plan

ALI REZA MIRHOSSEINI 401(K) PLAN

Name: MIRHOSSEINI LAW GROUP - ALI REZA MIRHOSSEINI 401(K) PLAN (2022) Form 5500
Creator: MIRHOSSEINI LAW GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALI REZA MIRHOSSEINI 401(K) PLAN, MIRHOSSEINI LAW GROUP

MIRHOSSEINI LAW GROUPEIN 84-2862973Plan #002PY 2022

1502 N BROADWAY - SANTA ANA, CA 927063907714-560-9100

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$282K

+23.1% from 2021

Total participants

0.0% from 2021

Average account balance

$70,389

+23.1% from 2021

Annual return

0.27%

+0.23 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$320K

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-5.95%

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 codes2J

Plan features

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

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

$70,389

$138,114-49.0%

$125,391-43.9%

$134,545-47.7%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

0.27%

750.88%-750.6pp

572.41%-572.1pp

418.37%-418.1pp

Employer contribution / active EE

$1,598

$5,246-69.5%

$4,816-66.8%

$4,742-66.3%

Participant deferral / active EE

$15,833

$7,801+103.0%

$7,448+112.6%

$6,401+147.3%

Admin fee / account holder

$11,570-100.0%

$10,009-100.0%

$11,431-100.0%

ALI REZA MIRHOSSEINI 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALI REZA MIRHOSSEINI 401(K) 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