Retirement plan

TIMOTHY O. MARCH DDS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST

Name: TIMOTHY O. MARCH DDS, INC. - TIMOTHY O. MARCH DDS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: TIMOTHY O. MARCH DDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIMOTHY O. MARCH DDS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST, TIMOTHY O. MARCH DDS, INC.

TIMOTHY O. MARCH DDS, INC.EIN 04-3679040Plan #001PY 2015

1580 FISHINGER ROAD - UPPER ARLINGTON, OH 43221

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$409K

No prior year

Total participants

No prior year

Average account balance

$68,189

No prior year

Annual return

0.96%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.20M

Not enough data

1 years with asset history on file

Average account balance

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

$150K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+9.81%

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

0 tripped

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

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

$68,189

$168,635-59.6%

$147,617-53.8%

$125,389-45.6%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

0.96%

77.65%-76.7pp

61.98%-61.0pp

282.24%-281.3pp

Employer contribution / active EE

$1,786

$6,252-71.4%

$5,564-67.9%

$4,866-63.3%

Participant deferral / active EE

$11,955

$5,507+117.1%

$4,895+144.2%

$5,352+123.4%

Admin fee / account holder

$13,580-100.0%

$11,612-100.0%

$9,541-100.0%

TIMOTHY O. MARCH DDS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TIMOTHY O. MARCH DDS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST

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