Retirement plan

DENTAL SURGICAL CENTER OF MEDINA, INC. 401(K) PLAN

Name: DENTAL SURGICAL CENTER OF MEDINA, INC. - DENTAL SURGICAL CENTER OF MEDINA, INC. 401(K) PLAN (2017) Form 5500
Creator: DENTAL SURGICAL CENTER OF MEDINA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENTAL SURGICAL CENTER OF MEDINA, INC. 401(K) PLAN, DENTAL SURGICAL CENTER OF MEDINA, INC.

DENTAL SURGICAL CENTER OF MEDINA, INC.EIN 01-0935694Plan #001PY 2017

3443 MEDINA ROAD, SUITE 105 - MEDINA, OH 44256330-952-1737medinasurgical.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$48K assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$34K

No prior year

Total participants

No prior year

Average account balance

$33,601

No prior year

Annual return

0.00%

No prior year

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

$340K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

107.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+18.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1299

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 codes2E2J3D2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$33,601

$198,457-83.1%

$170,435-80.3%

$147,586-77.2%

Participation rate

14.3%

88.0%-73.7pp

83.6%-69.3pp

82.8%-68.5pp

Annual return

0.00%

257.30%-257.3pp

205.94%-205.9pp

578.59%-578.6pp

Employer contribution / active EE

$1,372

$6,183-77.8%

$5,432-74.8%

$4,876-71.9%

Participant deferral / active EE

$3,429

$5,629-39.1%

$4,939-30.6%

$5,439-37.0%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

DENTAL SURGICAL CENTER OF MEDINA, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DENTAL SURGICAL CENTER OF MEDINA, 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