Retirement plan

NORTHSHORE CENTER FOR ORAL & FACIAL SURGERY AND IMPLANTOLOGY, LTD. SAFE HARBOR 401(K) PLAN & TRUST

Name: NORTHSHORE CENTER FOR ORAL & FACIAL SURGERY AND IMPLANTOLOGY, LTD. - NORTHSHORE CENTER FOR ORAL & FACIAL SURGERY AND IMPLANTOLOGY, LTD. SAFE HARBOR 401(K) PLAN & TRUST (2021) Form 5500
Creator: NORTHSHORE CENTER FOR ORAL & FACIAL SURGERY AND IMPLANTOLOGY, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHSHORE CENTER FOR ORAL & FACIAL SURGERY AND IMPLANTOLOGY, LTD. SAFE HARBOR 401(K) PLAN & TRUST, NORTHSHORE CENTER FOR ORAL & FACIAL SURGERY AND IMPLANTOLOGY, LTD.

NORTHSHORE CENTER FOR ORAL & FACIAL SURGERY AND IMPLANTOLOGY, LTD.EIN 20-1669770Plan #001PY 2021

310 SOUTH GREENLEAF AVENUE STE 203 - GURNEE, IL 600315708847-623-5915nscofs.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

+19.9% from 2020

Total participants

+40.0% from 2020

Average account balance

$277,853

-14.4% from 2020

Annual return

15.19%

-3.69 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.62M

Not enough data

1 years with asset history on file

Average account balance

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

$262K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$220K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9080

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 codes2E2J3D

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.
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

$1K

$188 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.068%

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

$277,853

$217,432+27.8%

$185,849+49.5%

$167,536+65.8%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

15.19%

148.42%-133.2pp

122.10%-106.9pp

478.82%-463.6pp

Employer contribution / active EE

$5,875-100.0%

$5,169-100.0%

$4,839-100.0%

Participant deferral / active EE

$10,854

$6,357+70.7%

$5,569+94.9%

$6,342+71.1%

Admin fee / account holder

$188

$19,818-99.1%

$16,244-98.8%

$12,315-98.5%

NORTHSHORE CENTER FOR ORAL & FACIAL SURGERY AND IMPLANTOLOGY, LTD. SAFE HARBOR 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHSHORE CENTER FOR ORAL & FACIAL SURGERY AND IMPLANTOLOGY, LTD. SAFE HARBOR 401(K) 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