Retirement plan

COTTONWOOD CREEK DENTAL, P.C. 401(K) PLAN

Name: COTTONWOOD CREEK DENTAL, P.C. - COTTONWOOD CREEK DENTAL, P.C. 401(K) PLAN (2024) Form 5500
Creator: COTTONWOOD CREEK DENTAL, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COTTONWOOD CREEK DENTAL, P.C. 401(K) PLAN, COTTONWOOD CREEK DENTAL, P.C.

COTTONWOOD CREEK DENTAL, P.C.EIN 04-3694637Plan #001PY 2024

610 BOARDWALK AVE. SUITE 201 - BOZEMAN, MT 59718406-582-8010

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.9M

+59.0% from 2023

Total participants

+5.6% from 2023

Average account balance

$115,811

+49.1% from 2023

Annual return

43.57%

+20.32 pp from 2023

Benchmarks

See 109,631 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,631 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

94.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$180K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+43.57%

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 codes2E2F2G2J2R3D

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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

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

$115,811

$183,592-36.9%

$155,567-25.6%

$145,959-20.7%

Participation rate

82.4%

82.7%-0.3pp

78.2%+4.2pp

80.3%+2.1pp

Annual return

43.57%

61.24%-17.7pp

64.74%-21.2pp

561.95%-518.4pp

Employer contribution / active EE

$2,555

$5,315-51.9%

$4,674-45.3%

$4,661-45.2%

Participant deferral / active EE

$8,036

$6,464+24.3%

$5,628+42.8%

$6,689+20.2%

Admin fee / account holder

$19,318-100.0%

$15,916-100.0%

$13,398-100.0%

COTTONWOOD CREEK DENTAL, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COTTONWOOD CREEK DENTAL, P.C. 401(K) 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