Retirement plan

ANTHONY C BROCCOLI, DMD, INC. PROFIT SHARING PLAN

Name: ANTHONY C. BROCCOLI, DMD, INC. - ANTHONY C BROCCOLI, DMD, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: ANTHONY C. BROCCOLI, DMD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANTHONY C BROCCOLI, DMD, INC. PROFIT SHARING PLAN, ANTHONY C. BROCCOLI, DMD, INC.

ANTHONY C. BROCCOLI, DMD, INC.EIN 04-2456440Plan #002PY 2016

15 CENTRAL STREET - ANDOVER, MA 01810978-475-0450

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2M

No prior year

Total participants

No prior year

Average account balance

$254,269

No prior year

Annual return

16.36%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.14M

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

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+9.22%

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 codes2E2J

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.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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

$254,269

$181,896+39.8%

$156,551+62.4%

$273,972-7.2%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

16.36%

30.74%-14.4pp

32.23%-15.9pp

41.46%-25.1pp

Employer contribution / active EE

$2,159

$6,248-65.4%

$5,501-60.7%

$4,869-55.6%

Participant deferral / active EE

$7,931

$5,550+42.9%

$4,871+62.8%

$5,287+50.0%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

ANTHONY C BROCCOLI, DMD, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANTHONY C BROCCOLI, DMD, INC. 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