Retirement plan

ALLEN ENDODONTICS 401(K) PROFIT SHARING PLAN

Name: K2 ENDODONTICS, P.A. - ALLEN ENDODONTICS 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: K2 ENDODONTICS, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLEN ENDODONTICS 401(K) PROFIT SHARING PLAN, K2 ENDODONTICS, P.A.

K2 ENDODONTICS, P.A.EIN 01-0841228Plan #002PY 2017

107 SUNCREEK DRIVE, SUITE 120 - ALLEN, TX 75013214-547-9111

Other plans on this EIN

1 filing

#001Retirement-$974K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$434K

+33.0% from 2016

Total participants

+33.3% from 2016

Average account balance

$144,665

+33.0% from 2016

Annual return

20.37%

+18.56 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$734K

Not enough data

1 years with asset history on file

Average account balance

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

$734K

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

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

+27.58%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$20935

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$60

$15 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.014%

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

$144,665

$198,457-27.1%

$170,435-15.1%

$147,586-2.0%

Participation rate

75.0%

88.0%-13.0pp

83.6%-8.6pp

82.8%-7.8pp

Annual return

20.37%

257.30%-236.9pp

205.94%-185.6pp

578.59%-558.2pp

Employer contribution / active EE

$5,166

$6,183-16.5%

$5,432-4.9%

$4,876+5.9%

Participant deferral / active EE

$5,155

$5,629-8.4%

$4,939+4.4%

$5,439-5.2%

Admin fee / account holder

$20

$16,852-99.9%

$13,881-99.9%

$10,886-99.8%

ALLEN ENDODONTICS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLEN ENDODONTICS 401(K) PROFIT SHARING 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