Retirement plan

JOHN M. SHAMOUN, MD, INC. PROFIT SHARING

Name: JOHN M. SHAMOUN, MD, INC. - JOHN M. SHAMOUN, MD, INC. PROFIT SHARING (2017) Form 5500
Creator: JOHN M. SHAMOUN, MD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN M. SHAMOUN, MD, INC. PROFIT SHARING, JOHN M. SHAMOUN, MD, INC.

JOHN M. SHAMOUN, MD, INC.EIN 95-4634026Plan #001PY 2017

33785 SHACKLETON ISLE - DANA POINT, CA 926294235949-759-3077LinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$981K

+4.0% from 2016

Total participants

0.0% from 2016

Average account balance

$490,721

+4.0% from 2016

Annual return

3.98%

+7.20 pp from 2016

Benchmarks

See 704 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Cohort704 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.51M

Not enough data

1 years with asset history on file

Average account balance

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

$757K

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

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+1.52%

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 codes2E3D

Plan features

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

1 tripped

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

$490,721

$287,456+70.7%

$170,435+187.9%

Participation rate

0.0%

60.6%-60.6pp

83.6%-83.6pp

Annual return

3.98%

6.06%-2.1pp

205.94%-202.0pp

Employer contribution / active EE

$2,242-100.0%

$5,432-100.0%

Participant deferral / active EE

$2,113-100.0%

$4,939-100.0%

Admin fee / account holder

$39,812-100.0%

$13,881-100.0%

JOHN M. SHAMOUN, MD, INC. PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JOHN M. SHAMOUN, MD, INC. PROFIT SHARING

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