Retirement plan

DANIEL W. SCHIAVONE, DDS 401(K) PROFIT SHARING PLAN

Name: DANIEL W. SCHIAVONE, DDS - DANIEL W. SCHIAVONE, DDS 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: DANIEL W. SCHIAVONE, DDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DANIEL W. SCHIAVONE, DDS 401(K) PROFIT SHARING PLAN, DANIEL W. SCHIAVONE, DDS

DANIEL W. SCHIAVONE, DDSEIN 16-1582199Plan #001PY 2024

69 PUBLIC SQUARE - HOLLEY, NY 14470585-638-7645drschiavone.comLinkedIn1-10 employeeshealth, wellness and fitness

Other plans on this EIN

1 filing

#002Retirement-$885K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$766K

+22.0% from 2023

Total participants

+12.5% from 2023

Average account balance

$95,784

+22.0% from 2023

Annual return

9.35%

-18.36 pp from 2023

Benchmarks

See 109,631 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,631 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$766K

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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

$79K

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

+9.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$41

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 codes2E2G2J3B3D2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$331

$55 / participant

Other / not subdivided$331100.0%

% of EOY assets

0.043%

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

$95,784

$183,592-47.8%

$155,567-38.4%

$145,959-34.4%

Participation rate

83.3%

82.7%+0.7pp

78.2%+5.1pp

80.3%+3.0pp

Annual return

9.35%

61.24%-51.9pp

64.74%-55.4pp

561.95%-552.6pp

Employer contribution / active EE

$4,131

$5,315-22.3%

$4,674-11.6%

$4,661-11.4%

Participant deferral / active EE

$9,115

$6,464+41.0%

$5,628+62.0%

$6,689+36.3%

Admin fee / account holder

$41

$19,318-99.8%

$15,916-99.7%

$13,398-99.7%

DANIEL W. SCHIAVONE, DDS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DANIEL W. SCHIAVONE, 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