Retirement plan

FALL CREEK FAMILY DENTISTRY EMPLOYEE SAVINGS RETIREMENT PLAN

Name: KRISTNA KAPUR, DDS & LUIS T. MAULEON, JR., DDS, PC - FALL CREEK FAMILY DENTISTRY EMPLOYEE SAVINGS RETIREMENT PLAN (2025) Form 5500
Creator: KRISTNA KAPUR, DDS & LUIS T. MAULEON, JR., DDS, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FALL CREEK FAMILY DENTISTRY EMPLOYEE SAVINGS RETIREMENT PLAN, KRISTNA KAPUR, DDS & LUIS T. MAULEON, JR., DDS, PC

KRISTNA KAPUR, DDS & LUIS T. MAULEON, JR., DDS, PCEIN 16-1444165Plan #001PY 2025

501 NORTH CAYUGA STREET - ITHACA, NY 14850607-272-8118

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$6.8M

+16.4% from 2024

Total participants

+14.3% from 2024

Average account balance

$487,918

+8.1% from 2024

Annual return

15.00%

+4.58 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.83M

Not enough data

1 years with asset history on file

Average account balance

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

$488K

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.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 codes2E2F2J2T3D

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.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$163

$15 / participant

Other / not subdivided$163100.0%

% of EOY assets

0.002%

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

$487,918

$185,312+163.3%

$161,489+202.1%

$154,746+215.3%

Participation rate

81.8%

82.5%-0.6pp

78.7%+3.1pp

80.7%+1.1pp

Annual return

15.00%

103.84%-88.8pp

89.72%-74.7pp

172.34%-157.3pp

Employer contribution / active EE

$1,676

$4,769-64.9%

$4,268-60.7%

$4,379-61.7%

Participant deferral / active EE

$5,986

$6,350-5.7%

$5,630+6.3%

$6,730-11.1%

Admin fee / account holder

$12

$18,654-99.9%

$16,006-99.9%

$14,365-99.9%

FALL CREEK FAMILY DENTISTRY EMPLOYEE SAVINGS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FALL CREEK FAMILY DENTISTRY EMPLOYEE SAVINGS 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