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 (2023) 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 INCEIN 95-4719330Plan #002PY 2023

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

Other plans on this EIN

1 filing

#001Retirement-$5.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.7M

+20.0% from 2022

Total participants

0.0% from 2022

Average account balance

$238,665

+20.0% from 2022

Annual return

14.77%

+15.49 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.00M

Not enough data

1 years with asset history on file

Average account balance

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

$285K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.25%

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$220 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.092%

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

$238,665

$175,259+36.2%

$149,723+59.4%

$139,487+71.1%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

14.77%

166.82%-152.1pp

134.50%-119.7pp

373.84%-359.1pp

Employer contribution / active EE

$2,070

$5,478-62.2%

$4,821-57.1%

$4,755-56.5%

Participant deferral / active EE

$8,571

$6,522+31.4%

$5,682+50.8%

$6,713+27.7%

Admin fee / account holder

$220

$16,158-98.6%

$13,215-98.3%

$11,407-98.1%

SIAMAK VESHKINI DMD INC 401(K) SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIAMAK VESHKINI DMD INC 401(K) SAFE HARBOR 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