Retirement plan

NORTH BELLMORE DENTAL ASSOCIATES, P.C. RETIREMENT TRUST (PSP)

Name: NORTH BELLMORE DENTAL ASSOCIATES, P - NORTH BELLMORE DENTAL ASSOCIATES, P.C. RETIREMENT TRUST (PSP) (2018) Form 5500
Creator: NORTH BELLMORE DENTAL ASSOCIATES, P
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH BELLMORE DENTAL ASSOCIATES, P.C. RETIREMENT TRUST (PSP), NORTH BELLMORE DENTAL ASSOCIATES, P

NORTH BELLMORE DENTAL ASSOCIATES, PEIN 11-2431787Plan #002PY 2018

1179 NEWBRIDGE ROAD - NORTH BELLMORE, NY 11710516-221-2271northbellmoredental.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.3M

-2.7% from 2017

Total participants

0.0% from 2017

Average account balance

$301,778

-2.7% from 2017

Annual return

-8.53%

-47.39 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.73M

Not enough data

1 years with asset history on file

Average account balance

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

$595K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$287K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+13.17%

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$301,778

$180,459+67.2%

$154,108+95.8%

$135,380+122.9%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-8.53%

888.21%-896.7pp

735.21%-743.7pp

519.81%-528.3pp

Employer contribution / active EE

$10,017

$6,035+66.0%

$5,298+89.1%

$4,779+109.6%

Participant deferral / active EE

$8,021

$5,806+38.1%

$5,081+57.9%

$5,609+43.0%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

NORTH BELLMORE DENTAL ASSOCIATES, P.C. RETIREMENT TRUST (PSP)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NORTH BELLMORE DENTAL ASSOCIATES, P.C. RETIREMENT TRUST (PSP)

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