Retirement plan

PRAVEENA SARMA, MD MEDICAL CORP. 401(K) PROFIT SHARING PLAN

Name: PRAVEENA SARMA, MD MEDICAL CORP. - PRAVEENA SARMA, MD MEDICAL CORP. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: PRAVEENA SARMA, MD MEDICAL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRAVEENA SARMA, MD MEDICAL CORP. 401(K) PROFIT SHARING PLAN, PRAVEENA SARMA, MD MEDICAL CORP.

PRAVEENA SARMA, MD MEDICAL CORP.EIN 94-3327240Plan #002PY 2025

652 W 11TH ST STE 129 - TRACY, CA 953763821209-833-0998

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.1M

+9.1% from 2024

Total participants

0.0% from 2024

Average account balance

$1,070,032

+9.1% from 2024

Annual return

14.93%

+4.99 pp from 2024

Benchmarks

See 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.14M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+14.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$82232

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 codes2E2G2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$164K

$82232 / participant

Other / not subdivided$164K100.0%

% of EOY assets

7.685%

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

$1,070,032

$181,062+491.0%

$158,223+576.3%

$155,188+589.5%

Participation rate

100.0%

82.7%+17.3pp

79.2%+20.8pp

80.8%+19.2pp

Annual return

14.93%

57.39%-42.5pp

52.09%-37.2pp

148.84%-133.9pp

Employer contribution / active EE

$13,718

$4,565+200.5%

$4,109+233.9%

$4,248+222.9%

Participant deferral / active EE

$11,750

$6,134+91.5%

$5,467+114.9%

$6,531+79.9%

Admin fee / account holder

$82,232

$18,825+336.8%

$16,047+412.4%

$14,480+467.9%

PRAVEENA SARMA, MD MEDICAL CORP. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRAVEENA SARMA, MD MEDICAL CORP. 401(K) 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