Retirement plan

KRISTIAN LUNDGREN-KOSZEGHY, DMD, MMSC, INC. PROFIT SHARING PLAN

Name: GHADERI KOSZEGHY PERIODONTAL PARTNERSHIP - KRISTIAN LUNDGREN-KOSZEGHY, DMD, MMSC, INC. PROFIT SHARING PLAN (2021) Form 5500
Creator: GHADERI KOSZEGHY PERIODONTAL PARTNERSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KRISTIAN LUNDGREN-KOSZEGHY, DMD, MMSC, INC. PROFIT SHARING PLAN, GHADERI KOSZEGHY PERIODONTAL PARTNERSHIP

GHADERI KOSZEGHY PERIODONTAL PARTNERSHIPEIN 85-3945844Plan #001PY 2021

850 MIDDLEFIELD ROAD, SUITE 1 - PALO ALTO, CA 943012918650-326-1400

Prospect flagsHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$2.7M

No prior year

Total participants

No prior year

Average account balance

$331,774

No prior year

Annual return

21.17%

No prior year

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

$4.60M

Not enough data

1 years with asset history on file

Average account balance

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

$657K

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

$195K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+16.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12296

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 codes2A2E3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$331,774

$217,432+52.6%

$185,849+78.5%

$167,536+98.0%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

21.17%

148.42%-127.2pp

122.10%-100.9pp

478.82%-457.6pp

Employer contribution / active EE

$23,657

$5,875+302.7%

$5,169+357.7%

$4,839+388.9%

Participant deferral / active EE

$6,357-100.0%

$5,569-100.0%

$6,342-100.0%

Admin fee / account holder

$19,818-100.0%

$16,244-100.0%

$12,315-100.0%

KRISTIAN LUNDGREN-KOSZEGHY, DMD, MMSC, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KRISTIAN LUNDGREN-KOSZEGHY, DMD, MMSC, INC. 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