Retirement plan

FRANK P. CASARELLA, D.M.D., P.C. CASH BALANCE PLAN

Name: FRANK P. CASARELLA, D.M.D., P.C. - FRANK P. CASARELLA, D.M.D., P.C. CASH BALANCE PLAN (2019) Form 5500
Creator: FRANK P. CASARELLA, D.M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRANK P. CASARELLA, D.M.D., P.C. CASH BALANCE PLAN, FRANK P. CASARELLA, D.M.D., P.C.

FRANK P. CASARELLA, D.M.D., P.C.EIN 04-2498397Plan #002PY 2019

1484 NEWMAN AVENUE - SEEKONK, MA 02771508-761-8668LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$3.6M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$323K

+16.3% from 2018

Total participants

-100.0% from 2018

Average account balance

No prior year

Annual return

-2.61%

-18.80 pp from 2018

Benchmarks

See 128 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Cohort128 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+1.48%

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.

Enrolled actuary

1 attachment

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

Plan features & details

Pension benefit codes1C3D

Plan features

1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

Other / not subdivided$2K100.0%

% of EOY assets

0.634%

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

$289,682-100.0%

$428,620-100.0%

Participation rate

0.0%

0.0%0pp

46.0%-46.0pp

Annual return

-2.61%

43.80%-46.4pp

20.73%-23.3pp

Employer contribution / active EE

$11,594-100.0%

$36,503-100.0%

Participant deferral / active EE

$2,039-100.0%

$77-100.0%

Admin fee / account holder

$16,563-100.0%

$7,495-100.0%

FRANK P. CASARELLA, D.M.D., P.C. CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRANK P. CASARELLA, D.M.D., P.C. CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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