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 (2019) 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 2019

1580 FISHINGER ROAD - UPPER ARLINGTON, OH 43221

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$863K

+31.0% from 2018

Total participants

+16.7% from 2018

Average account balance

$123,326

+12.2% from 2018

Annual return

21.86%

+25.11 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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.

Expense breakdown

Schedule H Part II

Admin total

$586

$84 / participant

Other / not subdivided$586100.0%

% of EOY assets

0.068%

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

$123,326

$202,342-39.1%

$172,753-28.6%

$152,909-19.3%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

21.86%

1029.88%-1008.0pp

803.00%-781.1pp

345.46%-323.6pp

Employer contribution / active EE

$1,558

$5,857-73.4%

$5,144-69.7%

$4,764-67.3%

Participant deferral / active EE

$7,008

$5,948+17.8%

$5,198+34.8%

$5,851+19.8%

Admin fee / account holder

$84

$17,112-99.5%

$13,956-99.4%

$11,601-99.3%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

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

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion