Retirement plan

DANIEL C. DOYLE, D.M.D. P.C., PROFIT SHARING PLAN

Name: DANIEL C. DOYLE, D.M.D., P.C. - DANIEL C. DOYLE, D.M.D. P.C., PROFIT SHARING PLAN (2025) Form 5500
Creator: DANIEL C. DOYLE, D.M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DANIEL C. DOYLE, D.M.D. P.C., PROFIT SHARING PLAN, DANIEL C. DOYLE, D.M.D., P.C.

DANIEL C. DOYLE, D.M.D., P.C.EIN 14-1619393Plan #001PY 2025

172 ROUTE 311 - CARMEL, NY 105125215845-225-3406

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$5.2M

+16.9% from 2024

Total participants

0.0% from 2024

Average account balance

$645,431

+16.9% from 2024

Annual return

12.53%

+4.18 pp from 2024

Benchmarks

See 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.16M

Not enough data

1 years with asset history on file

Average account balance

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

$645K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$192K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+12.53%

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$645,431

$181,062+256.5%

$158,223+307.9%

$155,188+315.9%

Participation rate

88.9%

82.7%+6.2pp

79.2%+9.7pp

80.8%+8.1pp

Annual return

12.53%

57.39%-44.9pp

52.09%-39.6pp

148.84%-136.3pp

Employer contribution / active EE

$4,240

$4,565-7.1%

$4,109+3.2%

$4,248-0.2%

Participant deferral / active EE

$17,055

$6,134+178.0%

$5,467+212.0%

$6,531+161.1%

Admin fee / account holder

$18,825-100.0%

$16,047-100.0%

$14,480-100.0%

DANIEL C. DOYLE, D.M.D. P.C., PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DANIEL C. DOYLE, D.M.D. P.C., 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