Retirement plan

JAGAT B. SATIA, M.D., A MEDICAL CORP. PROFIT SHARING PLAN

Name: JAGAT B. SATIA, M.D., A MEDICAL CORP. - JAGAT B. SATIA, M.D., A MEDICAL CORP. PROFIT SHARING PLAN (2018) Form 5500
Creator: JAGAT B. SATIA, M.D., A MEDICAL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAGAT B. SATIA, M.D., A MEDICAL CORP. PROFIT SHARING PLAN, JAGAT B. SATIA, M.D., A MEDICAL CORP.

JAGAT B. SATIA, M.D., A MEDICAL CORP.EIN 94-2400952Plan #004PY 2018

229 FORRESTER ROAD - LOS GATOS, CA 95032408-358-2631LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#003Retirement-$2.7M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$9.5M

-0.8% from 2017

Total participants

0.0% from 2017

Average account balance

$1,585,341

-0.8% from 2017

Annual return

3.17%

-1.98 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.34M

Not enough data

1 years with asset history on file

Average account balance

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

$1.9M

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.

Not enough data

0 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

+9.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$84510

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 codes2E2J3D

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$486K

$121406 / participant

Other / not subdivided$486K100.0%

% of EOY assets

5.105%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$1,585,341

$180,459+778.5%

$154,108+928.7%

$135,380+1071.0%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

3.17%

888.21%-885.0pp

735.21%-732.0pp

519.81%-516.6pp

Employer contribution / active EE

$7,200

$6,035+19.3%

$5,298+35.9%

$4,779+50.7%

Participant deferral / active EE

$18,375

$5,806+216.5%

$5,081+261.7%

$5,609+227.6%

Admin fee / account holder

$80,937

$16,145+401.3%

$13,411+503.5%

$10,828+647.5%

JAGAT B. SATIA, M.D., A MEDICAL CORP. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAGAT B. SATIA, M.D., A MEDICAL CORP. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion