Retirement plan

ORAL FACIAL & IMPLANT SURGERY CENTER 401(K) PROFIT SHARING PLAN

Name: PRIVEER D. SHARMA, DMD, PA DBA - ORAL FACIAL & IMPLANT SURGERY CENTER - ORAL FACIAL & IMPLANT SURGERY CENTER 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: PRIVEER D. SHARMA, DMD, PA DBA - ORAL FACIAL & IMPLANT SURGERY CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORAL FACIAL & IMPLANT SURGERY CENTER 401(K) PROFIT SHARING PLAN, PRIVEER D. SHARMA, DMD, PA DBA - ORAL FACIAL & IMPLANT SURGERY CENTER

PRIVEER D. SHARMA, DMD, PA DBA - ORAL FACIAL & IMPLANT SURGERY CENTEREIN 05-0582265Plan #001PY 2019

12312 COPPER WAY, STE. 100 - CHARLOTTE, NC 28277704-541-6070

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+29.3% from 2018

Total participants

0.0% from 2018

Average account balance

$146,212

+29.3% from 2018

Annual return

22.17%

+27.94 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

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.63%

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 codes2E2F2G2J

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.

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

$146,212

$202,342-27.7%

$172,753-15.4%

$152,909-4.4%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

22.17%

1029.88%-1007.7pp

803.00%-780.8pp

345.46%-323.3pp

Employer contribution / active EE

$10,396

$5,857+77.5%

$5,144+102.1%

$4,764+118.2%

Participant deferral / active EE

$4,031

$5,948-32.2%

$5,198-22.4%

$5,851-31.1%

Admin fee / account holder

$17,112-100.0%

$13,956-100.0%

$11,601-100.0%

ORAL FACIAL & IMPLANT SURGERY CENTER 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ORAL FACIAL & IMPLANT SURGERY CENTER 401(K) 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