Retirement plan

SELF EMPLOYMENT 401 K PLAN

Name: SAMBIT GUPTA - SELF EMPLOYMENT 401 K PLAN (2024) Form 5500
Creator: SAMBIT GUPTA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SELF EMPLOYMENT 401 K PLAN, SAMBIT GUPTA

SAMBIT GUPTAdba INTEGRATED WELLBEING PAEIN 94-3461228Plan #001PY 2024

12603 OLD WICK RD - SAN ANTONIO, TX 782301937210-859-3250

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.9M

+30.6% from 2023

Total participants

0.0% from 2023

Average account balance

No prior year

Annual return

27.74%

-24.58 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.91M

Not enough data

1 years with asset history on file

Average account balance

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

$1.5M

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$63K

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

+27.74%

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 codes2E2J2G

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.

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

$183,539-100.0%

$155,556-100.0%

$145,897-100.0%

Participation rate

0.0%

82.7%-82.7pp

78.2%-78.2pp

80.3%-80.3pp

Annual return

27.74%

61.31%-33.6pp

64.84%-37.1pp

552.29%-524.6pp

Employer contribution / active EE

$27,931

$5,315+425.5%

$4,675+497.4%

$4,663+499.0%

Participant deferral / active EE

$35,288

$6,467+445.7%

$5,631+526.7%

$6,689+427.5%

Admin fee / account holder

$19,275-100.0%

$15,885-100.0%

$13,390-100.0%

SELF EMPLOYMENT 401 K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SELF EMPLOYMENT 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