Retirement plan

DHIA A. M. AL-WARDI, M.D., INC. 401(K) PLAN

Name: DHIA A. M. AL-WARDI, M.D., INC. - DHIA A. M. AL-WARDI, M.D., INC. 401(K) PLAN (2020) Form 5500
Creator: DHIA A. M. AL-WARDI, M.D., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DHIA A. M. AL-WARDI, M.D., INC. 401(K) PLAN, DHIA A. M. AL-WARDI, M.D., INC.

DHIA A. M. AL-WARDI, M.D., INC.EIN 95-3373409Plan #005PY 2020

225 W. MAIN ST - ALHAMBRA, CA 91801626-281-7775LinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

-6.7% from 2019

Total participants

0.0% from 2019

Average account balance

$633,458

-6.7% from 2019

Annual return

-8.66%

-17.06 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

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

+4.87%

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 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

OpportunityLow returns
Annual investment return 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

$633,458

$209,422+202.5%

$178,503+254.9%

$158,982+298.4%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

-8.66%

188.81%-197.5pp

151.12%-159.8pp

302.99%-311.6pp

Employer contribution / active EE

$4,437

$5,707-22.3%

$5,011-11.5%

$4,763-6.8%

Participant deferral / active EE

$8,667

$5,955+45.5%

$5,202+66.6%

$5,983+44.8%

Admin fee / account holder

$17,079-100.0%

$13,987-100.0%

$11,252-100.0%

DHIA A. M. AL-WARDI, M.D., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DHIA A. M. AL-WARDI, M.D., INC. 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