Retirement plan

CICCIO & DEMAREST 401(K) PROFIT SHARING PLAN

Name: JOSEPH A.CICCIO, DDS & PETER B. DEMAREST, DMD, PLLC - CICCIO & DEMAREST 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: JOSEPH A.CICCIO, DDS & PETER B. DEMAREST, DMD, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CICCIO & DEMAREST 401(K) PROFIT SHARING PLAN, JOSEPH A.CICCIO, DDS & PETER B. DEMAREST, DMD, PLLC

JOSEPH A.CICCIO, DDS & PETER B. DEMAREST, DMD, PLLCEIN 02-0770779Plan #001PY 2021

ONE PONDFIELD ROAD - BRONXVILLE, NY 10708914-337-4700

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$6.8M

+40.8% from 2020

Total participants

0.0% from 2020

Average account balance

$569,386

+40.8% from 2020

Annual return

38.62%

+5.33 pp from 2020

Benchmarks

See 103,200 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,200 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.25M

Not enough data

1 years with asset history on file

Average account balance

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

$481K

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

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+18.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1538

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 codes2E3B2J2F

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).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$569,386

$217,427+161.9%

$185,837+206.4%

$167,518+239.9%

Participation rate

100.0%

86.0%+14.0pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

38.62%

148.39%-109.8pp

122.08%-83.5pp

478.71%-440.1pp

Employer contribution / active EE

$4,359

$5,874-25.8%

$5,168-15.7%

$4,838-9.9%

Participant deferral / active EE

$4,575

$6,357-28.0%

$5,568-17.8%

$6,342-27.9%

Admin fee / account holder

$19,816-100.0%

$16,241-100.0%

$12,312-100.0%

CICCIO & DEMAREST 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CICCIO & DEMAREST 401(K) PROFIT SHARING 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