Retirement plan

JANICE YANNI, DDS, P.C. 401(K) PLAN AND TRUST

Name: JANICE YANNI, DDS,P.C. - JANICE YANNI, DDS, P.C. 401(K) PLAN AND TRUST (2018) Form 5500
Creator: JANICE YANNI, DDS,P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JANICE YANNI, DDS, P.C. 401(K) PLAN AND TRUST, JANICE YANNI, DDS,P.C.

JANICE YANNI, DDS,P.C.EIN 20-0224390Plan #001PY 2018

180 WESTFIELD STREET - WEST SPRINGFIELD, MA 01089413-736-4400

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+1.6% from 2017

Total participants

+30.0% from 2017

Average account balance

$90,490

-21.9% from 2017

Annual return

-5.88%

-22.08 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.32M

Not enough data

1 years with asset history on file

Average account balance

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

$166K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+8.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2303

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$90,490

$180,459-49.9%

$154,108-41.3%

$135,380-33.2%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-5.88%

888.21%-894.1pp

735.21%-741.1pp

519.81%-525.7pp

Employer contribution / active EE

$7,635

$6,035+26.5%

$5,298+44.1%

$4,779+59.8%

Participant deferral / active EE

$3,155

$5,806-45.7%

$5,081-37.9%

$5,609-43.8%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

JANICE YANNI, DDS, P.C. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JANICE YANNI, DDS, P.C. 401(K) PLAN AND TRUST

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