Retirement plan

DAVID E. HUFF, DDS 401(K) PROFIT SHARING PLAN

Name: DAVID E. HUFF, DDS - DAVID E. HUFF, DDS 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: DAVID E. HUFF, DDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVID E. HUFF, DDS 401(K) PROFIT SHARING PLAN, DAVID E. HUFF, DDS

DAVID E. HUFF, DDSEIN 16-1288717Plan #001PY 2015

39 ROYALE DR - FAIRPORT, NY 14450585-223-0991mycentralparkdentist.comLinkedIn1-10 employees

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.7M

No prior year

Total participants

No prior year

Average account balance

$897,608

No prior year

Annual return

3.52%

No prior year

Benchmarks

See 102,329 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,329 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.68M

Not enough data

1 years with asset history on file

Average account balance

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

$2.3M

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

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+7.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50

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 codes2E2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.

Expense breakdown

Schedule H Part II

Admin total

$150

$50 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.006%

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

$897,608

$168,636+432.3%

$147,618+508.1%

$125,388+615.9%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

3.52%

77.65%-74.1pp

61.98%-58.5pp

282.24%-278.7pp

Employer contribution / active EE

$3,183

$6,252-49.1%

$5,565-42.8%

$4,866-34.6%

Participant deferral / active EE

$9,387

$5,507+70.5%

$4,895+91.7%

$5,352+75.4%

Admin fee / account holder

$50

$13,580-99.6%

$11,612-99.6%

$9,541-99.5%

DAVID E. HUFF, DDS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAVID E. HUFF, DDS 401(K) PROFIT SHARING 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