Retirement plan

MARC A. MEISELMAN, DMD PROFIT SHARING PLAN

Name: J. KLEIMAN DDS & M. MEISELMAN DMD PC - MARC A. MEISELMAN, DMD PROFIT SHARING PLAN (2023) Form 5500
Creator: J. KLEIMAN DDS & M. MEISELMAN DMD PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARC A. MEISELMAN, DMD PROFIT SHARING PLAN, J. KLEIMAN DDS & M. MEISELMAN DMD PC

J. KLEIMAN DDS & M. MEISELMAN DMD PCEIN 13-2686027Plan #002PY 2023

4086 AMBOY RD - STATEN ISLAND, NY 103082456718-984-3470

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.8M

+19.7% from 2022

Total participants

0.0% from 2022

Average account balance

$700,208

+19.7% from 2022

Annual return

16.31%

+30.84 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.37M

Not enough data

1 years with asset history on file

Average account balance

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

$844K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$83K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+17.51%

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 codes2E2F2J3D

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).
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

1 tripped

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

$700,208

$175,231+299.6%

$149,696+367.8%

$139,466+402.1%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

16.31%

166.77%-150.5pp

134.46%-118.1pp

373.66%-357.4pp

Employer contribution / active EE

$5,625

$5,478+2.7%

$4,821+16.7%

$4,754+18.3%

Participant deferral / active EE

$20,752

$6,521+218.2%

$5,682+265.2%

$6,712+209.2%

Admin fee / account holder

$16,155-100.0%

$13,212-100.0%

$11,409-100.0%

MARC A. MEISELMAN, DMD PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MARC A. MEISELMAN, DMD 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