Retirement plan

AMHERST ASSOC OF ORAL MAXILL 401 K PROFIT SHARING PLAN TRUST

Name: AMHERST ASSOC OF ORAL & MAXILL - AMHERST ASSOC OF ORAL MAXILL 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: AMHERST ASSOC OF ORAL & MAXILL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMHERST ASSOC OF ORAL MAXILL 401 K PROFIT SHARING PLAN TRUST, AMHERST ASSOC OF ORAL & MAXILL

AMHERST ASSOC OF ORAL & MAXILLEIN 16-1075244Plan #001PY 2018

40 N UNION RD - WILLIAMSVILLE, NY 142215339716-632-5557LinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+4.3% from 2017

Total participants

+28.6% from 2017

Average account balance

$157,074

+4.3% from 2017

Annual return

-6.45%

-27.16 pp from 2017

Benchmarks

See 105,570 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,570 peers

Snapshot2018

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.31M

Not enough data

1 years with asset history on file

Average account balance

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

$164K

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

$122K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+8.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$189541

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

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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 codes2G2T2J3D2E2F

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$237 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.151%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$157,074

$180,449-13.0%

$154,107+1.9%

$135,375+16.0%

Participation rate

71.4%

87.4%-16.0pp

83.0%-11.6pp

82.6%-11.2pp

Annual return

-6.45%

888.09%-894.5pp

735.12%-741.6pp

519.73%-526.2pp

Employer contribution / active EE

$9,094

$6,035+50.7%

$5,298+71.7%

$4,779+90.3%

Participant deferral / active EE

$7,083

$5,806+22.0%

$5,081+39.4%

$5,609+26.3%

Admin fee / account holder

$237

$16,143-98.5%

$13,411-98.2%

$10,827-97.8%

AMHERST ASSOC OF ORAL MAXILL 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMHERST ASSOC OF ORAL MAXILL 401 K PROFIT SHARING PLAN TRUST

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