Retirement plan

EDWARD M PORTNOY DMD RETIREMENT PLAN

Name: EDWARD M. PORTNOY, D.M.D. - EDWARD M PORTNOY DMD RETIREMENT PLAN (2019) Form 5500
Creator: EDWARD M. PORTNOY, D.M.D.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDWARD M PORTNOY DMD RETIREMENT PLAN, EDWARD M. PORTNOY, D.M.D.

EDWARD M. PORTNOY, D.M.D.EIN 11-3067372Plan #001PY 2019

39-12 215 ST. - BAYSIDE, NY 11361718-225-2121edwardmportnoydmd.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$644K

+41.7% from 2018

Total participants

0.0% from 2018

Average account balance

$160,881

+41.7% from 2018

Annual return

25.86%

+28.93 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.21M

Not enough data

1 years with asset history on file

Average account balance

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

$303K

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

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+7.87%

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 codes2E2J3D

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.
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

$160,881

$202,342-20.5%

$172,752-6.9%

$152,897+5.2%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

25.86%

1029.83%-1004.0pp

802.97%-777.1pp

345.43%-319.6pp

Employer contribution / active EE

$10,801

$5,858+84.4%

$5,144+110.0%

$4,764+126.7%

Participant deferral / active EE

$7,225

$5,948+21.5%

$5,198+39.0%

$5,851+23.5%

Admin fee / account holder

$17,111-100.0%

$13,955-100.0%

$11,599-100.0%

EDWARD M PORTNOY DMD RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EDWARD M PORTNOY DMD RETIREMENT 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