Retirement plan

TODD KSHONZ, DDS, PC RETIREMENT PLAN

Name: TODD KSHONZ, DDS, PC - TODD KSHONZ, DDS, PC RETIREMENT PLAN (2024) Form 5500
Creator: TODD KSHONZ, DDS, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TODD KSHONZ, DDS, PC RETIREMENT PLAN, TODD KSHONZ, DDS, PC

TODD KSHONZ, DDS, PCEIN 11-3592515Plan #001PY 2024

142 UNION AVENUE - LYNBROOK, NY 11563516-987-7040LinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

+51.5% from 2023

Total participants

+7.9% from 2023

Average account balance

$46,885

+35.5% from 2023

Annual return

41.32%

+50.72 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.78M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

292.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$122K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+41.32%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$54

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.

Expense breakdown

Schedule H Part II

Admin total

$2K

$157 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.115%

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

$46,885

$183,516-74.5%

$155,534-69.9%

$145,884-67.9%

Participation rate

76.9%

82.7%-5.8pp

78.2%-1.3pp

80.3%-3.4pp

Annual return

41.32%

61.43%-20.1pp

64.92%-23.6pp

551.85%-510.5pp

Employer contribution / active EE

$4,661

$5,315-12.3%

$4,675-0.3%

$4,6620%

Participant deferral / active EE

$4,692

$6,467-27.4%

$5,630-16.7%

$6,690-29.9%

Admin fee / account holder

$54

$19,293-99.7%

$15,900-99.7%

$13,392-99.6%

TODD KSHONZ, DDS, PC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TODD KSHONZ, DDS, PC RETIREMENT PLAN

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