Retirement plan

SIAMAK VESHKINI DMD INC 401(K) SAFE HARBOR PLAN

Name: SIAMAK VESHKINI DMD INC. - SIAMAK VESHKINI DMD INC 401(K) SAFE HARBOR PLAN (2025) Form 5500
Creator: SIAMAK VESHKINI DMD INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIAMAK VESHKINI DMD INC 401(K) SAFE HARBOR PLAN, SIAMAK VESHKINI DMD INC.

SIAMAK VESHKINI DMD INC.EIN 95-4719330Plan #002PY 2025

29 GOLDEN EAGLE - IRVINE, CA 92603949-855-2060

Other plans on this EIN

1 filing

#001Retirement-$5.7M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

+16.9% from 2024

Total participants

0.0% from 2024

Average account balance

$333,412

+16.9% from 2024

Annual return

13.05%

-2.20 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.33M

Not enough data

1 years with asset history on file

Average account balance

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

$333K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+13.05%

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 codes2E2J3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$333,412

$172,111+93.7%

$150,298+121.8%

$137,256+142.9%

Participation rate

100.0%

81.7%+18.3pp

77.8%+22.2pp

80.0%+20.0pp

Annual return

13.05%

69.37%-56.3pp

62.79%-49.7pp

220.34%-207.3pp

Employer contribution / active EE

$1,766

$4,636-61.9%

$4,154-57.5%

$4,156-57.5%

Participant deferral / active EE

$10,958

$6,166+77.7%

$5,453+101.0%

$6,407+71.0%

Admin fee / account holder

$16,471-100.0%

$14,116-100.0%

$12,270-100.0%

SIAMAK VESHKINI DMD INC 401(K) SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SIAMAK VESHKINI DMD INC 401(K) SAFE HARBOR 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